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 | $181,427 | $202,318-10.3% | $172,739+5.0% | $152,861+18.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 22.50% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,536 | $5,856-56.7% | $5,143-50.7% | $4,762-46.8% |
| Participant deferral / active EE | $5,910 | $5,948-0.6% | $5,198+13.7% | $5,850+1.0% |
| Admin fee / account holder | $11,789 | $17,109-31.1% | $13,954-15.5% | $11,596+1.7% |