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 | $149,912 | $210,648-28.8% | $177,989-15.8% | $145,922+2.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.02% | 385.86%-374.8pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,046 | $4,565-77.1% | $3,949-73.5% | $4,660-77.6% |
| Participant deferral / active EE | $15,030 | $6,958+116.0% | $6,276+139.5% | $6,688+124.7% |
| Admin fee / account holder | $1,430 | $12,013-88.1% | $10,363-86.2% | $13,397-89.3% |