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 | $116,794 | $209,411-44.2% | $178,490-34.6% | $158,922-26.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 7.54% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,729 | $5,706-34.7% | $5,011-25.6% | $4,761-21.7% |
| Participant deferral / active EE | $6,647 | $5,954+11.6% | $5,202+27.8% | $5,982+11.1% |
| Admin fee / account holder | $777 | $17,074-95.4% | $13,984-94.4% | $11,246-93.1% |