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 | $212,449 | $144,119+47.4% | $117,854+80.3% | $147,584+44.0% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 23.66% | 531.15%-507.5pp | 335.08%-311.4pp | 578.55%-554.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,095 | $5,316-23.0% | $4,482-8.6% | $5,439-24.7% |
| Admin fee / account holder | $5,658 | $10,886-48.0% | $8,020-29.5% | $10,885-48.0% |