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 | $90,484 | $102,317-11.6% | $146,958-38.4% | $80,856+11.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 19.34% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $9,824 | $3,713+164.6% | $4,933+99.1% | $2,755+256.6% |
| Participant deferral / active EE | $11,918 | $6,644+79.4% | $8,070+47.7% | $4,296+177.4% |
| Admin fee / account holder | $3,245 | $7,941-59.1% | $12,998-75.0% | $6,918-53.1% |