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 | $89,314 | $183,519-51.3% | $155,509-42.6% | $145,922-38.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 25.02% | 61.17%-36.1pp | 64.67%-39.6pp | 561.29%-536.3pp |
| Employer contribution / active EE | $9,893 | $5,313+86.2% | $4,672+111.7% | $4,660+112.3% |
| Participant deferral / active EE | $7,283 | $6,462+12.7% | $5,626+29.4% | $6,688+8.9% |
| Admin fee / account holder | $5,894 | $19,313-69.5% | $15,912-63.0% | $13,397-56.0% |