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 | $137,651 | $165,984-17.1% | $164,813-16.5% | $145,922-5.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 19.61% | 100.03%-80.4pp | 69.93%-50.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $20,635 | $5,273+291.3% | $4,341+375.4% | $4,660+342.8% |
| Participant deferral / active EE | $6,321 | $6,959-9.2% | $6,031+4.8% | $6,688-5.5% |
| Admin fee / account holder | $683 | $16,648-95.9% | $12,690-94.6% | $13,397-94.9% |