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 | $121,167 | $144,119-15.9% | $117,854+2.8% | $147,584-17.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 9.05% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,727 | $4,896-44.3% | $3,786-28.0% | $4,876-44.1% |
| Participant deferral / active EE | $3,796 | $5,316-28.6% | $4,482-15.3% | $5,439-30.2% |
| Admin fee / account holder | $1,863 | $10,886-82.9% | $8,020-76.8% | $10,885-82.9% |