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 | $93,394 | $95,803-2.5% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.1pp |
| Annual return | 375.21% | 25.00%+350.2pp | 24.27%+350.9pp | 40.90%+334.3pp |
| Employer contribution / active EE | $1,200 | $2,360-49.2% | $2,975-59.7% | $2,631-54.4% |
| Participant deferral / active EE | $4,277 | $4,242+0.8% | $5,107-16.2% | $4,212+1.6% |
| Admin fee / account holder | $3,692 | $8,989-58.9% | $12,068-69.4% | $7,344-49.7% |