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 | $150,753 | $209,832-28.2% | $189,513-20.5% | $167,490-10.0% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.52% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,709 | $6,914-17.4% | $6,162-7.3% | $4,837+18.0% |
| Participant deferral / active EE | $8,370 | $8,935-6.3% | $8,221+1.8% | $6,341+32.0% |
| Admin fee / account holder | $1,464 | $14,293-89.8% | $12,045-87.8% | $12,309-88.1% |