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 | $103,003 | $155,788-33.9% | $124,672-17.4% | $167,490-38.5% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 15.64% | 17.97%-2.3pp | 5142.93%-5127.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,320 | $4,163+3.8% | $3,324+30.0% | $4,837-10.7% |
| Participant deferral / active EE | $6,511 | $5,673+14.8% | $4,614+41.1% | $6,341+2.7% |
| Admin fee / account holder | $1,435 | $9,531-84.9% | $7,493-80.9% | $12,309-88.3% |