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 5-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 | $174,651 | $210,648-17.1% | $177,989-1.9% | $145,922+19.7% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 8.93% | 385.86%-376.9pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,603 | $4,565+44.7% | $3,949+67.2% | $4,660+41.7% |
| Participant deferral / active EE | $2,997 | $6,958-56.9% | $6,276-52.3% | $6,688-55.2% |
| Admin fee / account holder | $366 | $12,013-97.0% | $10,363-96.5% | $13,397-97.3% |