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 7-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 | $92,824 | $57,281+62.1% | $86,612+7.2% | $75,163+23.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | 19.27% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,321 | $2,314+0.3% | $3,022-23.2% | $2,670-13.1% |
| Participant deferral / active EE | $5,779 | $3,318+74.2% | $4,438+30.2% | $4,125+40.1% |
| Admin fee / account holder | $1,518 | $4,112-63.1% | $5,614-73.0% | $5,651-73.1% |