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 | $161,475 | $124,185+30.0% | $108,410+48.9% | $167,490-3.6% |
| Participation rate | 93.3% | 82.3%+11.1pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 16.44% | 1379.64%-1363.2pp | 905.27%-888.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,717 | $4,187-11.2% | $3,558+4.5% | $4,837-23.2% |
| Participant deferral / active EE | $9,339 | $6,908+35.2% | $6,563+42.3% | $6,341+47.3% |
| Admin fee / account holder | $1,445 | $9,455-84.7% | $7,295-80.2% | $12,309-88.3% |