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 9-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 | $146,254 | $111,724+30.9% | $93,606+56.2% | $145,922+0.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 14.60% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,750 | $3,090+21.4% | $2,420+55.0% | $4,660-19.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,159 | $10,250-69.2% | $8,285-61.9% | $13,397-76.4% |