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 7-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 | $146,253 | $209,411-30.2% | $178,490-18.1% | $158,922-8.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.68% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,029 | $5,706-64.4% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $3,139 | $5,954-47.3% | $5,202-39.7% | $5,982-47.5% |
| Admin fee / account holder | $320 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |