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 | $115,692 | $124,185-6.8% | $108,410+6.7% | $167,490-30.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.52% | 1379.64%-1363.1pp | 905.27%-888.8pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,760 | $4,187-34.1% | $3,558-22.4% | $4,837-42.9% |
| Participant deferral / active EE | $5,704 | $6,908-17.4% | $6,563-13.1% | $6,341-10.1% |
| Admin fee / account holder | $8,183 | $9,455-13.4% | $7,295+12.2% | $12,309-33.5% |