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 | $79,971 | $165,984-51.8% | $164,813-51.5% | $145,922-45.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.25% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,489 | $5,273-33.8% | $4,341-19.6% | $4,660-25.1% |
| Participant deferral / active EE | $5,361 | $6,959-23.0% | $6,031-11.1% | $6,688-19.8% |
| Admin fee / account holder | $651 | $16,648-96.1% | $12,690-94.9% | $13,397-95.1% |