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 | $146,820 | $77,634+89.1% | $156,549-6.2% | $62,891+133.5% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 133.93% | 50.32%+83.6pp | 32.23%+101.7pp | 20.14%+113.8pp |
| Employer contribution / active EE | $3,158 | $3,444-8.3% | $5,501-42.6% | $2,281+38.5% |
| Participant deferral / active EE | $5,274 | $3,045+73.2% | $4,871+8.3% | $3,203+64.6% |
| Admin fee / account holder | $1,134 | $5,561-79.6% | $13,027-91.3% | $4,296-73.6% |