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 | $109,579 | $102,317+7.1% | $146,958-25.4% | $80,856+35.5% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 14.55% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,850 | $3,713-23.2% | $4,933-42.2% | $2,755+3.5% |
| Participant deferral / active EE | $5,734 | $6,644-13.7% | $8,070-29.0% | $4,296+33.5% |
| Admin fee / account holder | $2,695 | $7,941-66.1% | $12,998-79.3% | $6,918-61.0% |