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 | $105,563 | $202,318-47.8% | $172,739-38.9% | $152,861-30.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 22.62% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,907 | $5,856-50.4% | $5,143-43.5% | $4,762-39.0% |
| Participant deferral / active EE | $6,903 | $5,948+16.1% | $5,198+32.8% | $5,850+18.0% |
| Admin fee / account holder | $19,617 | $17,109+14.7% | $13,954+40.6% | $11,596+69.2% |