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 | $109,658 | $209,411-47.6% | $178,490-38.6% | $158,922-31.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.81% | 188.75%-169.9pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,883 | $5,706-67.0% | $5,011-62.4% | $4,761-60.5% |
| Participant deferral / active EE | $4,823 | $5,954-19.0% | $5,202-7.3% | $5,982-19.4% |
| Admin fee / account holder | $12,299 | $17,074-28.0% | $13,984-12.0% | $11,246+9.4% |