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 | $138,977 | $209,832-33.8% | $189,513-26.7% | $167,490-17.0% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 14.19% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $15,048 | $8,935+68.4% | $8,221+83.0% | $6,341+137.3% |
| Admin fee / account holder | $12,673 | $14,293-11.3% | $12,045+5.2% | $12,309+3.0% |