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 | $138,930 | $183,963-24.5% | $162,163-14.3% | $152,861-9.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.82% | 150.76%-131.9pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $5,378 | $6,371-15.6% | $5,614-4.2% | $4,762+12.9% |
| Participant deferral / active EE | $7,295 | $8,034-9.2% | $7,2980% | $5,850+24.7% |
| Admin fee / account holder | $2,716 | $13,121-79.3% | $10,843-74.9% | $11,596-76.6% |