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 | $130,518 | $226,064-42.3% | $182,532-28.5% | $152,861-14.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 19.40% | 192.51%-173.1pp | 148.54%-129.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $15,707 | $4,978+215.5% | $4,076+285.4% | $4,762+229.8% |
| Participant deferral / active EE | $15,556 | $6,368+144.3% | $5,524+181.6% | $5,850+165.9% |
| Admin fee / account holder | $443 | $10,703-95.9% | $8,592-94.8% | $11,596-96.2% |