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 | $128,344 | $150,187-14.5% | $120,354+6.6% | $145,922-12.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.17% | 154.07%-140.9pp | 107.15%-94.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,763 | $4,348+9.5% | $3,463+37.5% | $4,660+2.2% |
| Participant deferral / active EE | $7,137 | $6,173+15.6% | $4,991+43.0% | $6,688+6.7% |
| Admin fee / account holder | $1,490 | $12,207-87.8% | $9,423-84.2% | $13,397-88.9% |