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 | $172,179 | $209,411-17.8% | $178,490-3.5% | $158,922+8.3% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 15.32% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $10,034 | $5,706+75.8% | $5,011+100.3% | $4,761+110.7% |
| Participant deferral / active EE | $7,754 | $5,954+30.2% | $5,202+49.1% | $5,982+29.6% |
| Admin fee / account holder | $13,663 | $17,074-20.0% | $13,984-2.3% | $11,246+21.5% |