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 | $172,306 | $209,832-17.9% | $189,513-9.1% | $167,490+2.9% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 15.90% | 748.27%-732.4pp | 555.15%-539.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,784 | $6,914-59.7% | $6,162-54.8% | $4,837-42.4% |
| Participant deferral / active EE | $6,173 | $8,935-30.9% | $8,221-24.9% | $6,341-2.7% |
| Admin fee / account holder | $63,228 | $14,293+342.4% | $12,045+424.9% | $12,309+413.7% |