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 | $163,196 | $209,832-22.2% | $189,513-13.9% | $167,490-2.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 14.19% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $6,599 | $6,914-4.6% | $6,162+7.1% | $4,837+36.4% |
| Participant deferral / active EE | $9,951 | $8,935+11.4% | $8,221+21.0% | $6,341+56.9% |
| Admin fee / account holder | $6,823 | $14,293-52.3% | $12,045-43.4% | $12,309-44.6% |