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 | $152,868 | $209,411-27.0% | $178,490-14.4% | $158,922-3.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.53% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,020 | $5,706-29.5% | $5,011-19.8% | $4,761-15.6% |
| Participant deferral / active EE | $3,235 | $5,954-45.7% | $5,202-37.8% | $5,982-45.9% |
| Admin fee / account holder | $3,735 | $17,074-78.1% | $13,984-73.3% | $11,246-66.8% |