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 | $117,618 | $183,963-36.1% | $162,163-27.5% | $152,861-23.1% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 20.29% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,632 | $6,371-58.7% | $5,614-53.1% | $4,762-44.7% |
| Participant deferral / active EE | $5,047 | $8,034-37.2% | $7,298-30.8% | $5,850-13.7% |
| Admin fee / account holder | $1,114 | $13,121-91.5% | $10,843-89.7% | $11,596-90.4% |