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 | $107,384 | $159,901-32.8% | $146,958-26.9% | $145,922-26.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 20.59% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $8,528 | $5,286+61.3% | $4,933+72.9% | $4,660+83.0% |
| Participant deferral / active EE | $17,771 | $8,428+110.9% | $8,070+120.2% | $6,688+165.7% |
| Admin fee / account holder | $7,905 | $15,044-47.5% | $12,998-39.2% | $13,397-41.0% |