See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,685 | $104,907-7.8% | $84,611+14.3% | $152,861-36.7% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 24.64% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,398 | $3,302-57.7% | $2,652-47.3% | $4,762-70.7% |
| Participant deferral / active EE | $5,969 | $4,688+27.3% | $3,899+53.1% | $5,850+2.0% |
| Admin fee / account holder | $787 | $6,241-87.4% | $4,912-84.0% | $11,596-93.2% |