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 | $158,123 | $165,984-4.7% | $164,813-4.1% | $145,922+8.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.43% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,715 | $5,273-29.6% | $4,341-14.4% | $4,660-20.3% |
| Participant deferral / active EE | $6,340 | $6,959-8.9% | $6,031+5.1% | $6,688-5.2% |
| Admin fee / account holder | $1,170 | $16,648-93.0% | $12,690-90.8% | $13,397-91.3% |