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 | $159,589 | $165,984-3.9% | $164,813-3.2% | $145,922+9.4% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.3pp | 80.3%-3.0pp |
| Annual return | 17.58% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,221 | $5,273-57.9% | $4,341-48.8% | $4,660-52.3% |
| Participant deferral / active EE | $3,824 | $6,959-45.0% | $6,031-36.6% | $6,688-42.8% |
| Admin fee / account holder | $4,510 | $16,648-72.9% | $12,690-64.5% | $13,397-66.3% |