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 9-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 | $121,632 | $183,519-33.7% | $155,509-21.8% | $145,922-16.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 11.34% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,281 | $5,313-75.9% | $4,672-72.6% | $4,660-72.5% |
| Participant deferral / active EE | $3,462 | $6,462-46.4% | $5,626-38.5% | $6,688-48.2% |
| Admin fee / account holder | $1,406 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |