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 | $205,703 | $159,901+28.6% | $146,958+40.0% | $145,922+41.0% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 12.63% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,112 | $5,286-41.1% | $4,933-36.9% | $4,660-33.2% |
| Participant deferral / active EE | $7,995 | $8,428-5.1% | $8,070-0.9% | $6,688+19.6% |
| Admin fee / account holder | $5,061 | $15,044-66.4% | $12,998-61.1% | $13,397-62.2% |