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 | $195,981 | $109,327+79.3% | $89,391+119.2% | $158,922+23.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.11% | 345.68%-329.6pp | 245.62%-229.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $558 | $3,170-82.4% | $2,586-78.4% | $4,761-88.3% |
| Participant deferral / active EE | $1,851 | $4,598-59.7% | $3,890-52.4% | $5,982-69.1% |
| Admin fee / account holder | $28,856 | $6,153+369.0% | $4,881+491.1% | $11,246+156.6% |