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 3-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 | $90,295 | $165,984-45.6% | $164,813-45.2% | $145,922-38.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.80% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,404 | $5,273+2.5% | $4,341+24.5% | $4,660+16.0% |
| Participant deferral / active EE | $10,475 | $6,959+50.5% | $6,031+73.7% | $6,688+56.6% |
| Admin fee / account holder | $328 | $16,648-98.0% | $12,690-97.4% | $13,397-97.6% |