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 | $122,784 | $144,119-14.8% | $117,854+4.2% | $147,584-16.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 10.33% | 531.15%-520.8pp | 335.08%-324.7pp | 578.55%-568.2pp |
| Employer contribution / active EE | $3,191 | $4,896-34.8% | $3,786-15.7% | $4,876-34.6% |
| Participant deferral / active EE | $6,210 | $5,316+16.8% | $4,482+38.6% | $5,439+14.2% |
| Admin fee / account holder | $582 | $10,886-94.6% | $8,020-92.7% | $10,885-94.6% |