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 | $118,491 | $202,318-41.4% | $172,739-31.4% | $152,861-22.5% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 17.69% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,105 | $5,856-64.1% | $5,143-59.1% | $4,762-55.8% |
| Participant deferral / active EE | $5,389 | $5,948-9.4% | $5,198+3.7% | $5,850-7.9% |
| Admin fee / account holder | $6,814 | $17,109-60.2% | $13,954-51.2% | $11,596-41.2% |