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 10-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 | $90,600 | $202,318-55.2% | $172,739-47.6% | $152,861-40.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 14.80% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,883 | $5,856-67.8% | $5,143-63.4% | $4,762-60.5% |
| Participant deferral / active EE | $3,879 | $5,948-34.8% | $5,198-25.4% | $5,850-33.7% |
| Admin fee / account holder | $549 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |