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 | $138,261 | $185,822-25.6% | $169,993-18.7% | $139,434-0.8% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 14.32% | 60.50%-46.2pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,754 | $7,590-76.9% | $6,785-74.1% | $4,751-63.1% |
| Participant deferral / active EE | $11,738 | $11,622+1.0% | $10,408+12.8% | $6,710+74.9% |
| Admin fee / account holder | $964 | $15,381-93.7% | $12,815-92.5% | $11,403-91.5% |