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 | $124,022 | $159,901-22.4% | $146,958-15.6% | $145,922-15.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 16.19% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,801 | $5,286-9.2% | $4,933-2.7% | $4,660+3.0% |
| Participant deferral / active EE | $7,325 | $8,428-13.1% | $8,070-9.2% | $6,688+9.5% |
| Admin fee / account holder | $559 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |