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 | $132,371 | $210,648-37.2% | $177,989-25.6% | $145,922-9.3% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 16.41% | 385.86%-369.4pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,436 | $4,565-24.7% | $3,949-13.0% | $4,660-26.3% |
| Participant deferral / active EE | $7,511 | $6,958+8.0% | $6,276+19.7% | $6,688+12.3% |
| Admin fee / account holder | $1,062 | $12,013-91.2% | $10,363-89.7% | $13,397-92.1% |