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 | $93,126 | $209,411-55.5% | $178,490-47.8% | $158,922-41.4% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 17.96% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,263 | $5,706-60.3% | $5,011-54.8% | $4,761-52.5% |
| Participant deferral / active EE | $5,312 | $5,954-10.8% | $5,202+2.1% | $5,982-11.2% |
| Admin fee / account holder | $8,734 | $17,074-48.8% | $13,984-37.5% | $11,246-22.3% |