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 | $136,982 | $157,256-12.9% | $141,162-3.0% | $152,861-10.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.13% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,703 | $5,261+8.4% | $4,735+20.4% | $4,762+19.8% |
| Participant deferral / active EE | $9,115 | $7,109+28.2% | $6,709+35.9% | $5,850+55.8% |
| Admin fee / account holder | $647 | $12,120-94.7% | $10,261-93.7% | $11,596-94.4% |