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 | $120,869 | $183,519-34.1% | $155,509-22.3% | $145,922-17.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.68% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,061 | $5,313-4.7% | $4,672+8.3% | $4,660+8.6% |
| Participant deferral / active EE | $5,533 | $6,462-14.4% | $5,626-1.7% | $6,688-17.3% |
| Admin fee / account holder | $7,191 | $19,313-62.8% | $15,912-54.8% | $13,397-46.3% |