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 | $115,534 | $159,901-27.7% | $146,958-21.4% | $145,922-20.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.24% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,534 | $5,286-33.1% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $9,351 | $8,428+10.9% | $8,070+15.9% | $6,688+39.8% |
| Admin fee / account holder | $1,439 | $15,044-90.4% | $12,998-88.9% | $13,397-89.3% |