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 | $120,295 | $198,466-39.4% | $170,442-29.4% | $147,584-18.5% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 20.26% | 257.29%-237.0pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,300 | $6,184-46.6% | $5,433-39.3% | $4,876-32.3% |
| Participant deferral / active EE | $5,767 | $5,629+2.4% | $4,939+16.8% | $5,439+6.0% |
| Admin fee / account holder | $9,491 | $16,852-43.7% | $13,880-31.6% | $10,885-12.8% |