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 | $137,400 | $137,4140% | $189,513-27.5% | $85,850+60.0% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 17.75% | 38.14%-20.4pp | 555.15%-537.4pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,601 | $4,344-63.2% | $6,162-74.0% | $2,565-37.6% |
| Participant deferral / active EE | $14,058 | $6,260+124.6% | $8,221+71.0% | $3,952+255.7% |
| Admin fee / account holder | $22,312 | $8,630+158.6% | $12,045+85.2% | $6,260+256.4% |