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 7-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 | $197,318 | $210,648-6.3% | $177,989+10.9% | $145,922+35.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.30% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $12,866 | $4,565+181.9% | $3,949+225.8% | $4,660+176.1% |
| Participant deferral / active EE | $18,337 | $6,958+163.6% | $6,276+192.2% | $6,688+174.2% |
| Admin fee / account holder | $813 | $12,013-93.2% | $10,363-92.2% | $13,397-93.9% |