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 | $104,919 | $121,625-13.7% | $104,607+0.3% | $158,922-34.0% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 17.46% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $401 | $3,163-87.3% | $2,681-85.1% | $4,761-91.6% |
| Participant deferral / active EE | $1,461 | $4,177-65.0% | $3,740-60.9% | $5,982-75.6% |
| Admin fee / account holder | $1,166 | $7,787-85.0% | $6,473-82.0% | $11,246-89.6% |