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 | $96,083 | $198,466-51.6% | $170,442-43.6% | $147,584-34.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.98% | 257.29%-235.3pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,750 | $6,184-39.4% | $5,433-31.0% | $4,876-23.1% |
| Participant deferral / active EE | $2,913 | $5,629-48.3% | $4,939-41.0% | $5,439-46.4% |
| Admin fee / account holder | $1,521 | $16,852-91.0% | $13,880-89.0% | $10,885-86.0% |