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 | $122,100 | $209,832-41.8% | $189,513-35.6% | $167,490-27.1% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 19.84% | 748.27%-728.4pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $5,636 | $6,914-18.5% | $6,162-8.5% | $4,837+16.5% |
| Participant deferral / active EE | $10,463 | $8,935+17.1% | $8,221+27.3% | $6,341+65.0% |
| Admin fee / account holder | $2,146 | $14,293-85.0% | $12,045-82.2% | $12,309-82.6% |