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 | $163,569 | $159,901+2.3% | $146,958+11.3% | $145,922+12.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.73% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,873 | $5,286-64.6% | $4,933-62.0% | $4,660-59.8% |
| Participant deferral / active EE | $2,653 | $8,428-68.5% | $8,070-67.1% | $6,688-60.3% |
| Admin fee / account holder | $4,121 | $15,044-72.6% | $12,998-68.3% | $13,397-69.2% |