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 | $106,231 | $209,411-49.3% | $178,490-40.5% | $158,922-33.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.65% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $4,469 | $5,706-21.7% | $5,011-10.8% | $4,761-6.1% |
| Participant deferral / active EE | $6,515 | $5,954+9.4% | $5,202+25.3% | $5,982+8.9% |
| Admin fee / account holder | $811 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |