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 | $128,032 | $180,449-29.0% | $154,107-16.9% | $135,375-5.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.98% | 888.09%-886.1pp | 735.12%-733.1pp | 519.73%-517.8pp |
| Employer contribution / active EE | $2,025 | $6,035-66.5% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $3,516 | $5,806-39.4% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $6,007 | $16,143-62.8% | $13,411-55.2% | $10,827-44.5% |