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 | $183,763 | $209,832-12.4% | $189,513-3.0% | $167,490+9.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 12.91% | 748.27%-735.4pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,132 | $6,914-69.2% | $6,162-65.4% | $4,837-55.9% |
| Participant deferral / active EE | $9,868 | $8,935+10.4% | $8,221+20.0% | $6,341+55.6% |
| Admin fee / account holder | $2,245 | $14,293-84.3% | $12,045-81.4% | $12,309-81.8% |