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 | $102,710 | $159,901-35.8% | $146,958-30.1% | $145,922-29.6% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 10.34% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,461 | $5,286-72.4% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $6,508 | $8,428-22.8% | $8,070-19.4% | $6,688-2.7% |
| Admin fee / account holder | $17,116 | $15,044+13.8% | $12,998+31.7% | $13,397+27.8% |