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 | $81,929 | $209,411-60.9% | $178,490-54.1% | $158,922-48.4% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 17.84% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,019 | $5,706+40.5% | $5,011+60.0% | $4,761+68.4% |
| Participant deferral / active EE | $9,489 | $5,954+59.4% | $5,202+82.4% | $5,982+58.6% |
| Admin fee / account holder | $1,311 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |