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 | $148,606 | $165,984-10.5% | $164,813-9.8% | $145,922+1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.80% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,919 | $5,273+12.3% | $4,341+36.4% | $4,660+27.0% |
| Participant deferral / active EE | $9,058 | $6,959+30.2% | $6,031+50.2% | $6,688+35.4% |
| Admin fee / account holder | $1,916 | $16,648-88.5% | $12,690-84.9% | $13,397-85.7% |