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 | $161,165 | $165,984-2.9% | $164,813-2.2% | $145,922+10.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.40% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,713 | $5,273-29.6% | $4,341-14.5% | $4,660-20.3% |
| Participant deferral / active EE | $5,621 | $6,959-19.2% | $6,031-6.8% | $6,688-16.0% |
| Admin fee / account holder | $703 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |