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 | $131,526 | $183,963-28.5% | $162,163-18.9% | $152,861-14.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.05% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,494 | $6,371-45.2% | $5,614-37.8% | $4,762-26.6% |
| Participant deferral / active EE | $6,419 | $8,034-20.1% | $7,298-12.0% | $5,850+9.7% |
| Admin fee / account holder | $1,350 | $13,121-89.7% | $10,843-87.5% | $11,596-88.4% |