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 | $113,849 | $209,411-45.6% | $178,490-36.2% | $158,922-28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.96% | 188.75%-160.8pp | 151.07%-123.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,971 | $5,706-65.5% | $5,011-60.7% | $4,761-58.6% |
| Participant deferral / active EE | $2,169 | $5,954-63.6% | $5,202-58.3% | $5,982-63.7% |
| Admin fee / account holder | $526 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |