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 | $146,918 | $165,335-11.1% | $149,696-1.9% | $158,922-7.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 114.57% | 348.15%-233.6pp | 276.60%-162.0pp | 302.83%-188.3pp |
| Employer contribution / active EE | $5,078 | $5,103-0.5% | $4,644+9.3% | $4,761+6.7% |
| Participant deferral / active EE | $14,221 | $7,181+98.0% | $6,842+107.9% | $5,982+137.7% |
| Admin fee / account holder | $1,395 | $10,807-87.1% | $9,309-85.0% | $11,246-87.6% |