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 8-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 | $90,734 | $102,317-11.3% | $146,958-38.3% | $80,856+12.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,800 | $3,713+110.1% | $4,933+58.1% | $2,755+183.1% |
| Participant deferral / active EE | $13,753 | $6,644+107.0% | $8,070+70.4% | $4,296+220.2% |
| Admin fee / account holder | $3,799 | $7,941-52.2% | $12,998-70.8% | $6,918-45.1% |