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 | $143,743 | $209,411-31.4% | $178,490-19.5% | $158,922-9.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.05% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,177 | $5,706-26.8% | $5,011-16.6% | $4,761-12.3% |
| Participant deferral / active EE | $5,464 | $5,954-8.2% | $5,202+5.1% | $5,982-8.7% |
| Admin fee / account holder | $2,128 | $17,074-87.5% | $13,984-84.8% | $11,246-81.1% |