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 | $174,022 | $226,064-23.0% | $182,532-4.7% | $152,861+13.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.05% | 192.51%-167.5pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,141 | $4,978-57.0% | $4,076-47.5% | $4,762-55.0% |
| Participant deferral / active EE | $3,517 | $6,368-44.8% | $5,524-36.3% | $5,850-39.9% |
| Admin fee / account holder | $676 | $10,703-93.7% | $8,592-92.1% | $11,596-94.2% |