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 | $162,674 | $202,318-19.6% | $172,739-5.8% | $152,861+6.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.80% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,625 | $5,856-55.2% | $5,143-49.0% | $4,762-44.9% |
| Participant deferral / active EE | $11,881 | $5,948+99.7% | $5,198+128.6% | $5,850+103.1% |
| Admin fee / account holder | $1,024 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |