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 7-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 | $133,136 | $209,832-36.6% | $189,513-29.7% | $167,490-20.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 14.31% | 748.27%-734.0pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,903 | $6,914-43.6% | $6,162-36.7% | $4,837-19.3% |
| Participant deferral / active EE | $13,023 | $8,935+45.8% | $8,221+58.4% | $6,341+105.4% |
| Admin fee / account holder | $531 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |