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 | $119,049 | $183,519-35.1% | $155,509-23.4% | $145,922-18.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.96% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,796 | $5,313-28.5% | $4,672-18.8% | $4,660-18.5% |
| Participant deferral / active EE | $8,924 | $6,462+38.1% | $5,626+58.6% | $6,688+33.4% |
| Admin fee / account holder | $891 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |