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 | $183,565 | $210,648-12.9% | $177,989+3.1% | $145,922+25.8% |
| Participation rate | 70.6% | 80.8%-10.2pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 12.03% | 385.86%-373.8pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,512 | $4,565-1.2% | $3,949+14.3% | $4,660-3.2% |
| Participant deferral / active EE | $7,245 | $6,958+4.1% | $6,276+15.4% | $6,688+8.3% |
| Admin fee / account holder | $1,297 | $12,013-89.2% | $10,363-87.5% | $13,397-90.3% |