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 | $127,597 | $93,571+36.4% | $135,903-6.1% | $75,163+69.8% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 153.05% | 30.90%+122.1pp | 68.23%+84.8pp | 160.62%-7.6pp |
| Employer contribution / active EE | $3,983 | $3,537+12.6% | $4,856-18.0% | $2,670+49.2% |
| Participant deferral / active EE | $10,130 | $6,404+58.2% | $7,758+30.6% | $4,125+145.6% |
| Admin fee / account holder | $5,335 | $6,975-23.5% | $10,762-50.4% | $5,651-5.6% |