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 | $129,748 | $165,984-21.8% | $164,813-21.3% | $145,922-11.1% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 13.17% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,970 | $5,273-43.7% | $4,341-31.6% | $4,660-36.3% |
| Participant deferral / active EE | $6,082 | $6,959-12.6% | $6,031+0.8% | $6,688-9.1% |
| Admin fee / account holder | $16,692 | $16,648+0.3% | $12,690+31.5% | $13,397+24.6% |