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 | $180,848 | $124,185+45.6% | $108,410+66.8% | $167,490+8.0% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 16.30% | 1379.64%-1363.3pp | 905.27%-889.0pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,919 | $4,187-6.4% | $3,558+10.1% | $4,837-19.0% |
| Participant deferral / active EE | $9,738 | $6,908+41.0% | $6,563+48.4% | $6,341+53.6% |
| Admin fee / account holder | $542 | $9,455-94.3% | $7,295-92.6% | $12,309-95.6% |