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 | $115,531 | $148,534-22.2% | $135,903-15.0% | $139,434-17.1% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 25.17% | 79.19%-54.0pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $6,540 | $5,243+24.7% | $4,856+34.7% | $4,751+37.7% |
| Participant deferral / active EE | $5,487 | $8,100-32.3% | $7,758-29.3% | $6,710-18.2% |
| Admin fee / account holder | $7,105 | $12,400-42.7% | $10,762-34.0% | $11,403-37.7% |