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 | $132,133 | $210,648-37.3% | $177,989-25.8% | $145,922-9.4% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 14.81% | 385.86%-371.1pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,522 | $4,565-22.8% | $3,949-10.8% | $4,660-24.4% |
| Participant deferral / active EE | $8,325 | $6,958+19.7% | $6,276+32.7% | $6,688+24.5% |
| Admin fee / account holder | $2,335 | $12,013-80.6% | $10,363-77.5% | $13,397-82.6% |