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 | $85,122 | $159,901-46.8% | $146,958-42.1% | $145,922-41.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 13.34% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,937 | $5,286-6.6% | $4,933+0.1% | $4,660+6.0% |
| Participant deferral / active EE | $8,081 | $8,428-4.1% | $8,070+0.1% | $6,688+20.8% |
| Admin fee / account holder | $8,084 | $15,044-46.3% | $12,998-37.8% | $13,397-39.7% |