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 | $90,332 | $112,096-19.4% | $95,952-5.9% | $158,922-43.2% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 18.18% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,618 | $3,198+13.1% | $2,541+42.4% | $4,761-24.0% |
| Participant deferral / active EE | $8,167 | $4,784+70.7% | $4,167+96.0% | $5,982+36.5% |
| Admin fee / account holder | $2,012 | $10,130-80.1% | $6,795-70.4% | $11,246-82.1% |