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 | $161,564 | $150,440+7.4% | $136,294+18.5% | $147,584+9.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.24% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,151 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $4,399 | $6,630-33.7% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $617 | $10,905-94.3% | $9,243-93.3% | $10,885-94.3% |