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 | $120,071 | $148,534-19.2% | $135,903-11.6% | $139,434-13.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.69% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,507 | $5,243-33.1% | $4,856-27.8% | $4,751-26.2% |
| Participant deferral / active EE | $6,233 | $8,100-23.0% | $7,758-19.7% | $6,710-7.1% |
| Admin fee / account holder | $674 | $12,400-94.6% | $10,762-93.7% | $11,403-94.1% |