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 | $122,347 | $202,318-39.5% | $172,739-29.2% | $152,861-20.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 18.27% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,615 | $5,856-55.3% | $5,143-49.1% | $4,762-45.1% |
| Participant deferral / active EE | $7,261 | $5,948+22.1% | $5,198+39.7% | $5,850+24.1% |
| Admin fee / account holder | $3,584 | $17,109-79.0% | $13,954-74.3% | $11,596-69.1% |