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 | $115,895 | $183,963-37.0% | $162,163-28.5% | $152,861-24.2% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.82% | 150.76%-131.9pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,719 | $6,371-25.9% | $5,614-15.9% | $4,762-0.9% |
| Participant deferral / active EE | $10,666 | $8,034+32.8% | $7,298+46.1% | $5,850+82.3% |
| Admin fee / account holder | $6,339 | $13,121-51.7% | $10,843-41.5% | $11,596-45.3% |