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 | $125,214 | $177,572-29.5% | $154,803-19.1% | $142,382-12.1% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 15.22% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,156 | $4,810-34.4% | $4,305-26.7% | $4,299-26.6% |
| Participant deferral / active EE | $9,420 | $6,272+50.2% | $5,540+70.0% | $6,507+44.8% |
| Admin fee / account holder | $20,864 | $16,786+24.3% | $14,329+45.6% | $12,624+65.3% |