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 | $119,984 | $179,726-33.2% | $156,263-23.2% | $142,382-15.7% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.9%-8.1pp | 80.1%-9.3pp |
| Annual return | 16.69% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,139 | $5,069-57.8% | $4,333-50.6% | $4,299-50.3% |
| Participant deferral / active EE | $2,343 | $6,956-66.3% | $6,158-62.0% | $6,507-64.0% |
| Admin fee / account holder | $473 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |