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 | $148,742 | $160,055-7.1% | $140,016+6.2% | $135,375+9.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 0.34% | 911.38%-911.0pp | 651.12%-650.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $7,485 | $6,420+16.6% | $5,606+33.5% | $4,779+56.6% |
| Participant deferral / active EE | $7,833 | $7,642+2.5% | $6,927+13.1% | $5,609+39.7% |
| Admin fee / account holder | $16,128 | $13,328+21.0% | $10,705+50.7% | $10,827+49.0% |