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 6-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 | $157,890 | $210,648-25.0% | $177,989-11.3% | $145,922+8.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 13.32% | 385.86%-372.5pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,692 | $4,565+24.7% | $3,949+44.2% | $4,660+22.2% |
| Participant deferral / active EE | $13,266 | $6,958+90.7% | $6,276+111.4% | $6,688+98.4% |
| Admin fee / account holder | $499 | $12,013-95.8% | $10,363-95.2% | $13,397-96.3% |