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 | $81,989 | $159,901-48.7% | $146,958-44.2% | $145,922-43.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 11.70% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,128 | $5,286-59.7% | $4,933-56.9% | $4,660-54.3% |
| Participant deferral / active EE | $4,140 | $8,428-50.9% | $8,070-48.7% | $6,688-38.1% |
| Admin fee / account holder | $2,414 | $15,044-84.0% | $12,998-81.4% | $13,397-82.0% |