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 | $122,400 | $148,534-17.6% | $135,903-9.9% | $139,434-12.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.58% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $10,891 | $5,243+107.7% | $4,856+124.3% | $4,751+129.2% |
| Participant deferral / active EE | $5,636 | $8,100-30.4% | $7,758-27.3% | $6,710-16.0% |
| Admin fee / account holder | $3,068 | $12,400-75.3% | $10,762-71.5% | $11,403-73.1% |