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 | $86,708 | $112,096-22.6% | $95,952-9.6% | $158,922-45.4% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 11.94% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $9,548 | $3,198+198.6% | $2,541+275.8% | $4,761+100.5% |
| Participant deferral / active EE | $6,438 | $4,784+34.6% | $4,167+54.5% | $5,982+7.6% |
| Admin fee / account holder | $3,773 | $10,130-62.8% | $6,795-44.5% | $11,246-66.4% |