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 5-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 | $119,245 | $109,982+8.4% | $97,226+22.6% | $145,922-18.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.96% | 242.90%-230.9pp | 75.13%-63.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,847 | $3,084+122.0% | $2,729+150.9% | $4,660+46.9% |
| Participant deferral / active EE | $13,966 | $4,676+198.7% | $4,264+227.5% | $6,688+108.8% |
| Admin fee / account holder | $2,593 | $6,221-58.3% | $5,654-54.1% | $13,397-80.6% |