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 6-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 | $96,661 | $133,922-27.8% | $116,228-16.8% | $142,382-32.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 19.98% | 147.76%-127.8pp | 90.06%-70.1pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,368 | $3,446+171.9% | $2,994+212.8% | $4,299+117.9% |
| Participant deferral / active EE | $19,080 | $5,672+236.4% | $4,953+285.2% | $6,507+193.2% |
| Admin fee / account holder | $2,844 | $14,945-81.0% | $11,989-76.3% | $12,624-77.5% |