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 10-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 | $98,277 | $109,982-10.6% | $97,226+1.1% | $145,922-32.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 9.18% | 242.90%-233.7pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $595 | $3,084-80.7% | $2,729-78.2% | $4,660-87.2% |
| Participant deferral / active EE | $1,560 | $4,676-66.6% | $4,264-63.4% | $6,688-76.7% |
| Admin fee / account holder | $1,803 | $6,221-71.0% | $5,654-68.1% | $13,397-86.5% |