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 | $113,056 | $209,832-46.1% | $189,513-40.3% | $167,490-32.5% |
| Participation rate | 90.5% | 88.7%+1.8pp | 87.8%+2.7pp | 82.1%+8.4pp |
| Annual return | 16.86% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,650 | $6,914-61.7% | $6,162-57.0% | $4,837-45.2% |
| Participant deferral / active EE | $12,441 | $8,935+39.2% | $8,221+51.3% | $6,341+96.2% |
| Admin fee / account holder | $600 | $14,293-95.8% | $12,045-95.0% | $12,309-95.1% |