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 | $108,027 | $159,901-32.4% | $146,958-26.5% | $145,922-26.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.86% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,818 | $5,286-46.7% | $4,933-42.9% | $4,660-39.5% |
| Participant deferral / active EE | $5,689 | $8,428-32.5% | $8,070-29.5% | $6,688-14.9% |
| Admin fee / account holder | $14,902 | $15,044-0.9% | $12,998+14.6% | $13,397+11.2% |