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 | $149,389 | $176,056-15.1% | $159,436-6.3% | $167,490-10.8% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 14.03% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,553 | $5,297-14.1% | $4,829-5.7% | $4,837-5.9% |
| Participant deferral / active EE | $6,124 | $7,750-21.0% | $7,352-16.7% | $6,341-3.4% |
| Admin fee / account holder | $1,505 | $12,554-88.0% | $10,799-86.1% | $12,309-87.8% |