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 8-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 | $187,023 | $210,648-11.2% | $177,989+5.1% | $145,922+28.2% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 12.06% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,902 | $4,565-14.5% | $3,949-1.2% | $4,660-16.3% |
| Participant deferral / active EE | $11,501 | $6,958+65.3% | $6,276+83.2% | $6,688+72.0% |
| Admin fee / account holder | $15,547 | $12,013+29.4% | $10,363+50.0% | $13,397+16.0% |