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 | $175,851 | $180,449-2.5% | $154,107+14.1% | $135,375+29.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.72% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,568 | $6,035+8.8% | $5,298+24.0% | $4,779+37.4% |
| Participant deferral / active EE | $4,968 | $5,806-14.4% | $5,081-2.2% | $5,609-11.4% |
| Admin fee / account holder | $3,008 | $16,143-81.4% | $13,411-77.6% | $10,827-72.2% |