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 | $120,622 | $183,519-34.3% | $155,509-22.4% | $145,922-17.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.38% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,445 | $5,313-35.2% | $4,672-26.3% | $4,660-26.1% |
| Participant deferral / active EE | $8,542 | $6,462+32.2% | $5,626+51.8% | $6,688+27.7% |
| Admin fee / account holder | $1,541 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |