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 | $161,498 | $160,055+0.9% | $140,016+15.3% | $135,375+19.3% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.5%-9.2pp | 82.6%-4.4pp |
| Annual return | -6.60% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,893 | $6,420+22.9% | $5,606+40.8% | $4,779+65.2% |
| Participant deferral / active EE | $4,684 | $7,642-38.7% | $6,927-32.4% | $5,609-16.5% |
| Admin fee / account holder | $546 | $13,328-95.9% | $10,705-94.9% | $10,827-95.0% |