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 | $169,794 | $209,832-19.1% | $189,513-10.4% | $167,490+1.4% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 18.66% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $13,312 | $6,914+92.5% | $6,162+116.0% | $4,837+175.2% |
| Participant deferral / active EE | $13,312 | $8,935+49.0% | $8,221+61.9% | $6,341+109.9% |
| Admin fee / account holder | $3,912 | $14,293-72.6% | $12,045-67.5% | $12,309-68.2% |