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 | $159,387 | $217,402-26.7% | $185,823-14.2% | $167,490-4.8% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 12.13% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,937 | $5,873-67.0% | $5,167-62.5% | $4,837-60.0% |
| Participant deferral / active EE | $6,641 | $6,356+4.5% | $5,568+19.3% | $6,341+4.7% |
| Admin fee / account holder | $1,192 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |