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 | $135,041 | $198,466-32.0% | $170,442-20.8% | $147,584-8.5% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 11.34% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $5,253 | $6,184-15.0% | $5,433-3.3% | $4,876+7.7% |
| Participant deferral / active EE | $6,158 | $5,629+9.4% | $4,939+24.7% | $5,439+13.2% |
| Admin fee / account holder | $1,181 | $16,852-93.0% | $13,880-91.5% | $10,885-89.1% |