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 | $143,438 | $183,963-22.0% | $162,163-11.5% | $152,861-6.2% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 20.84% | 150.76%-129.9pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,038 | $6,371-68.0% | $5,614-63.7% | $4,762-57.2% |
| Participant deferral / active EE | $4,948 | $8,034-38.4% | $7,298-32.2% | $5,850-15.4% |
| Admin fee / account holder | $1,067 | $13,121-91.9% | $10,843-90.2% | $11,596-90.8% |