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 | $146,738 | $183,963-20.2% | $162,163-9.5% | $152,861-4.0% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 19.13% | 150.76%-131.6pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,347 | $6,371-47.5% | $5,614-40.4% | $4,762-29.7% |
| Participant deferral / active EE | $8,433 | $8,034+5.0% | $7,298+15.6% | $5,850+44.2% |
| Admin fee / account holder | $2,772 | $13,121-78.9% | $10,843-74.4% | $11,596-76.1% |