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 | $118,969 | $209,832-43.3% | $189,513-37.2% | $167,490-29.0% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 16.92% | 748.27%-731.4pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $13,211 | $6,914+91.1% | $6,162+114.4% | $4,837+173.1% |
| Participant deferral / active EE | $9,102 | $8,935+1.9% | $8,221+10.7% | $6,341+43.5% |
| Admin fee / account holder | $744 | $14,293-94.8% | $12,045-93.8% | $12,309-94.0% |