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 | $105,717 | $96,305+9.8% | $80,569+31.2% | $139,434-24.2% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 16.97% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,958 | $3,262-9.3% | $2,723+8.6% | $4,751-37.7% |
| Participant deferral / active EE | $16,247 | $5,232+210.5% | $4,447+265.3% | $6,710+142.1% |
| Admin fee / account holder | $1,321 | $6,599-80.0% | $5,377-75.4% | $11,403-88.4% |