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 | $154,037 | $144,119+6.9% | $117,854+30.7% | $147,584+4.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 16.40% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,188 | $4,896-55.3% | $3,786-42.2% | $4,876-55.1% |
| Participant deferral / active EE | $3,928 | $5,316-26.1% | $4,482-12.4% | $5,439-27.8% |
| Admin fee / account holder | $3,244 | $10,886-70.2% | $8,020-59.5% | $10,885-70.2% |