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 | $128,383 | $202,318-36.5% | $172,739-25.7% | $152,861-16.0% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 20.81% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,460 | $5,856+10.3% | $5,143+25.6% | $4,762+35.6% |
| Participant deferral / active EE | $2,714 | $5,948-54.4% | $5,198-47.8% | $5,850-53.6% |
| Admin fee / account holder | $1,155 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |