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 | $176,669 | $74,888+135.9% | $71,209+148.1% | $142,382+24.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.13% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,982 | $2,854+4.5% | $2,721+9.6% | $4,299-30.6% |
| Participant deferral / active EE | $19,618 | $4,454+340.4% | $4,175+369.9% | $6,507+201.5% |
| Admin fee / account holder | $21,306 | $5,568+282.6% | $5,349+298.3% | $12,624+68.8% |