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 5-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 | $126,310 | $127,065-0.6% | $113,168+11.6% | $142,382-11.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 253.60% | 24.03%+229.6pp | 24.27%+229.3pp | 217.08%+36.5pp |
| Employer contribution / active EE | $2,183 | $3,442-36.6% | $2,975-26.6% | $4,299-49.2% |
| Participant deferral / active EE | $6,907 | $5,716+20.8% | $5,107+35.3% | $6,507+6.1% |
| Admin fee / account holder | $694 | $15,736-95.6% | $12,068-94.2% | $12,624-94.5% |