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 | $109,563 | $209,411-47.7% | $178,490-38.6% | $158,922-31.1% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 15.46% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,342 | $5,706-76.5% | $5,011-73.2% | $4,761-71.8% |
| Participant deferral / active EE | $2,634 | $5,954-55.8% | $5,202-49.4% | $5,982-56.0% |
| Admin fee / account holder | $1,032 | $17,074-94.0% | $13,984-92.6% | $11,246-90.8% |