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 | $148,900 | $202,432-26.4% | $169,368-12.1% | $139,434+6.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.38% | 531.74%-513.4pp | 405.60%-387.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,462 | $4,692-68.8% | $4,013-63.6% | $4,751-69.2% |
| Participant deferral / active EE | $6,844 | $6,938-1.4% | $6,221+10.0% | $6,710+2.0% |
| Admin fee / account holder | $522 | $10,708-95.1% | $9,003-94.2% | $11,403-95.4% |