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 | $192,910 | $165,984+16.2% | $164,813+17.0% | $145,922+32.2% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 18.53% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,310 | $5,273-75.2% | $4,341-69.8% | $4,660-71.9% |
| Participant deferral / active EE | $7,531 | $6,959+8.2% | $6,031+24.9% | $6,688+12.6% |
| Admin fee / account holder | $12,697 | $16,648-23.7% | $12,690+0.1% | $13,397-5.2% |