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 | $90,923 | $209,411-56.6% | $178,490-49.1% | $158,922-42.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 8.79% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $11,131 | $5,706+95.1% | $5,011+122.1% | $4,761+133.8% |
| Participant deferral / active EE | $5,889 | $5,954-1.1% | $5,202+13.2% | $5,982-1.6% |
| Admin fee / account holder | $13,855 | $17,074-18.9% | $13,984-0.9% | $11,246+23.2% |