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 | $136,622 | $209,411-34.8% | $178,490-23.5% | $158,922-14.0% |
| Participation rate | 70.8% | 86.3%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 30.27% | 188.75%-158.5pp | 151.07%-120.8pp | 302.83%-272.6pp |
| Employer contribution / active EE | $2,949 | $5,706-48.3% | $5,011-41.1% | $4,761-38.1% |
| Participant deferral / active EE | $7,610 | $5,954+27.8% | $5,202+46.3% | $5,982+27.2% |
| Admin fee / account holder | $2,917 | $17,074-82.9% | $13,984-79.1% | $11,246-74.1% |