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 | $121,870 | $197,591-38.3% | $177,821-31.5% | $158,922-23.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 203.68% | 58.76%+144.9pp | 48.32%+155.4pp | 302.83%-99.1pp |
| Employer contribution / active EE | $8,905 | $6,697+33.0% | $5,918+50.5% | $4,761+87.0% |
| Participant deferral / active EE | $4,875 | $8,405-42.0% | $7,714-36.8% | $5,982-18.5% |
| Admin fee / account holder | $456 | $15,399-97.0% | $12,427-96.3% | $11,246-95.9% |