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 | $136,043 | $175,202-22.4% | $149,673-9.1% | $139,434-2.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.08% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,303 | $5,474-3.1% | $4,818+10.1% | $4,751+11.6% |
| Participant deferral / active EE | $11,147 | $6,519+71.0% | $5,680+96.3% | $6,710+66.1% |
| Admin fee / account holder | $506 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |