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 | $98,155 | $158,398-38.0% | $126,539-22.4% | $142,382-31.1% |
| Participation rate | 81.0% | 75.8%+5.1pp | 69.8%+11.1pp | 80.1%+0.8pp |
| Annual return | 14.34% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,133 | $4,650-54.1% | $3,674-41.9% | $4,299-50.4% |
| Participant deferral / active EE | $6,060 | $4,767+27.1% | $4,083+48.4% | $6,507-6.9% |
| Admin fee / account holder | $559 | $6,918-91.9% | $6,065-90.8% | $12,624-95.6% |