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 | $95,597 | $202,318-52.7% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.99% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,843 | $5,856-51.5% | $5,143-44.7% | $4,762-40.3% |
| Participant deferral / active EE | $6,247 | $5,948+5.0% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $799 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |