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 | $161,095 | $202,432-20.4% | $169,368-4.9% | $139,434+15.5% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 16.09% | 531.74%-515.6pp | 405.60%-389.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,676 | $4,692-21.7% | $4,013-8.4% | $4,751-22.6% |
| Participant deferral / active EE | $6,111 | $6,938-11.9% | $6,221-1.8% | $6,710-8.9% |
| Admin fee / account holder | $12,920 | $10,708+20.7% | $9,003+43.5% | $11,403+13.3% |