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 | $175,328 | $202,318-13.3% | $172,739+1.5% | $152,861+14.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 24.56% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,867 | $5,856-34.0% | $5,143-24.8% | $4,762-18.8% |
| Participant deferral / active EE | $9,608 | $5,948+61.5% | $5,198+84.8% | $5,850+64.2% |
| Admin fee / account holder | $3,093 | $17,109-81.9% | $13,954-77.8% | $11,596-73.3% |