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 | $176,591 | $209,832-15.8% | $189,513-6.8% | $167,490+5.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 16.08% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,725 | $6,914-75.0% | $6,162-72.0% | $4,837-64.3% |
| Participant deferral / active EE | $13,179 | $8,935+47.5% | $8,221+60.3% | $6,341+107.8% |
| Admin fee / account holder | $1,410 | $14,293-90.1% | $12,045-88.3% | $12,309-88.5% |