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 | $128,708 | $183,963-30.0% | $162,163-20.6% | $152,861-15.8% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 22.66% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,126 | $6,371-66.6% | $5,614-62.1% | $4,762-55.4% |
| Participant deferral / active EE | $4,433 | $8,034-44.8% | $7,298-39.3% | $5,850-24.2% |
| Admin fee / account holder | $8,154 | $13,121-37.9% | $10,843-24.8% | $11,596-29.7% |