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 8-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 | $136,843 | $96,305+42.1% | $80,569+69.8% | $139,434-1.9% |
| Participation rate | 70.6% | 73.6%-3.0pp | 67.0%+3.6pp | 80.3%-9.7pp |
| Annual return | 15.66% | 1350.08%-1334.4pp | 935.43%-919.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,892 | $3,262+19.3% | $2,723+42.9% | $4,751-18.1% |
| Participant deferral / active EE | $5,745 | $5,232+9.8% | $4,447+29.2% | $6,710-14.4% |
| Admin fee / account holder | $9,143 | $6,599+38.6% | $5,377+70.0% | $11,403-19.8% |