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 | $139,666 | $98,750+41.4% | $149,696-6.7% | $79,858+74.9% |
| Participation rate | 71.7% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.1pp |
| Annual return | 22.84% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,048 | $3,216-36.3% | $4,644-55.9% | $2,471-17.1% |
| Participant deferral / active EE | $5,323 | $5,680-6.3% | $6,842-22.2% | $3,740+42.3% |
| Admin fee / account holder | $18,245 | $6,053+201.4% | $9,309+96.0% | $5,306+243.8% |