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 | $139,529 | $209,411-33.4% | $178,490-21.8% | $158,922-12.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.52% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,236 | $5,706-43.3% | $5,011-35.4% | $4,761-32.0% |
| Participant deferral / active EE | $3,994 | $5,954-32.9% | $5,202-23.2% | $5,982-33.2% |
| Admin fee / account holder | $1,103 | $17,074-93.5% | $13,984-92.1% | $11,246-90.2% |