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 | $128,648 | $159,901-19.5% | $146,958-12.5% | $145,922-11.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 16.52% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,549 | $5,286-51.8% | $4,933-48.3% | $4,660-45.3% |
| Participant deferral / active EE | $7,847 | $8,428-6.9% | $8,070-2.8% | $6,688+17.3% |
| Admin fee / account holder | $565 | $15,044-96.2% | $12,998-95.7% | $13,397-95.8% |