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 | $114,775 | $158,398-27.5% | $126,539-9.3% | $142,382-19.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 11.23% | 593.76%-582.5pp | 425.95%-414.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,057 | $4,650-12.7% | $3,674+10.4% | $4,299-5.6% |
| Participant deferral / active EE | $6,371 | $4,767+33.6% | $4,083+56.0% | $6,507-2.1% |
| Admin fee / account holder | $738 | $6,918-89.3% | $6,065-87.8% | $12,624-94.2% |