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 5-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 | $153,687 | $210,648-27.0% | $177,989-13.7% | $145,922+5.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 11.13% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,162 | $4,565-8.8% | $3,949+5.4% | $4,660-10.7% |
| Participant deferral / active EE | $12,384 | $6,958+78.0% | $6,276+97.3% | $6,688+85.2% |
| Admin fee / account holder | $367 | $12,013-96.9% | $10,363-96.5% | $13,397-97.3% |