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 | $140,901 | $175,202-19.6% | $149,673-5.9% | $139,434+1.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.63% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $7,998 | $5,474+46.1% | $4,818+66.0% | $4,751+68.4% |
| Participant deferral / active EE | $7,179 | $6,519+10.1% | $5,680+26.4% | $6,710+7.0% |
| Admin fee / account holder | $1,049 | $16,150-93.5% | $13,210-92.1% | $11,403-90.8% |