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 | $139,700 | $203,436-31.3% | $152,466-8.4% | $167,490-16.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.2%+7.5pp | 82.1%+3.6pp |
| Annual return | 9.82% | 13.80%-4.0pp | 757.33%-747.5pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,248 | $5,220-56.9% | $4,327-48.0% | $4,837-53.5% |
| Participant deferral / active EE | $3,785 | $6,716-43.6% | $5,820-35.0% | $6,341-40.3% |
| Admin fee / account holder | $520 | $22,506-97.7% | $15,805-96.7% | $12,309-95.8% |