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 | $131,415 | $159,901-17.8% | $146,958-10.6% | $145,922-9.9% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 9.92% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,219 | $5,286-1.3% | $4,933+5.8% | $4,660+12.0% |
| Participant deferral / active EE | $4,136 | $8,428-50.9% | $8,070-48.7% | $6,688-38.2% |
| Admin fee / account holder | $2,290 | $15,044-84.8% | $12,998-82.4% | $13,397-82.9% |