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 | $176,744 | $226,064-21.8% | $182,532-3.2% | $152,861+15.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 19.06% | 192.51%-173.4pp | 148.54%-129.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,333 | $4,978-33.0% | $4,076-18.2% | $4,762-30.0% |
| Participant deferral / active EE | $1,936 | $6,368-69.6% | $5,524-65.0% | $5,850-66.9% |
| Admin fee / account holder | $3,523 | $10,703-67.1% | $8,592-59.0% | $11,596-69.6% |