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 | $118,411 | $202,318-41.5% | $172,739-31.5% | $152,861-22.5% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 17.98% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,947 | $5,856+1.6% | $5,143+15.6% | $4,762+24.9% |
| Participant deferral / active EE | $4,645 | $5,948-21.9% | $5,198-10.6% | $5,850-20.6% |
| Admin fee / account holder | $5,396 | $17,109-68.5% | $13,954-61.3% | $11,596-53.5% |