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 | $122,472 | $176,056-30.4% | $159,436-23.2% | $167,490-26.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.90% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,164 | $5,297-59.1% | $4,829-55.2% | $4,837-55.3% |
| Participant deferral / active EE | $4,778 | $7,750-38.4% | $7,352-35.0% | $6,341-24.7% |
| Admin fee / account holder | $2,142 | $12,554-82.9% | $10,799-80.2% | $12,309-82.6% |