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 | $140,531 | $175,202-19.8% | $149,673-6.1% | $139,434+0.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.58% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,113 | $5,474-79.7% | $4,818-76.9% | $4,751-76.6% |
| Participant deferral / active EE | $5,724 | $6,519-12.2% | $5,680+0.8% | $6,710-14.7% |
| Admin fee / account holder | $1,498 | $16,150-90.7% | $13,210-88.7% | $11,403-86.9% |