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 | $161,488 | $209,832-23.0% | $189,513-14.8% | $167,490-3.6% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 15.78% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $8,276 | $6,914+19.7% | $6,162+34.3% | $4,837+71.1% |
| Participant deferral / active EE | $7,223 | $8,935-19.2% | $8,221-12.1% | $6,341+13.9% |
| Admin fee / account holder | $36,658 | $14,293+156.5% | $12,045+204.3% | $12,309+197.8% |