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 9-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 | $133,144 | $137,414-3.1% | $189,513-29.7% | $85,850+55.1% |
| Participation rate | 79.1% | 84.6%-5.5pp | 87.8%-8.7pp | 69.3%+9.8pp |
| Annual return | 27.21% | 38.14%-10.9pp | 555.15%-527.9pp | 318.53%-291.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,735 | $6,260+103.4% | $8,221+54.9% | $3,952+222.3% |
| Admin fee / account holder | $7,371 | $8,630-14.6% | $12,045-38.8% | $6,260+17.7% |