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 | $161,936 | $183,963-12.0% | $162,163-0.1% | $152,861+5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.66% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,931 | $6,371-69.7% | $5,614-65.6% | $4,762-59.4% |
| Participant deferral / active EE | $8,821 | $8,034+9.8% | $7,298+20.9% | $5,850+50.8% |
| Admin fee / account holder | $2,014 | $13,121-84.7% | $10,843-81.4% | $11,596-82.6% |