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 | $128,095 | $165,984-22.8% | $164,813-22.3% | $145,922-12.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.67% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,133 | $5,273-59.6% | $4,341-50.9% | $4,660-54.2% |
| Participant deferral / active EE | $3,446 | $6,959-50.5% | $6,031-42.9% | $6,688-48.5% |
| Admin fee / account holder | $756 | $16,648-95.5% | $12,690-94.0% | $13,397-94.4% |