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 | $111,243 | $210,648-47.2% | $177,989-37.5% | $145,922-23.8% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 13.45% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,855 | $4,565-59.4% | $3,949-53.0% | $4,660-60.2% |
| Participant deferral / active EE | $2,487 | $6,958-64.3% | $6,276-60.4% | $6,688-62.8% |
| Admin fee / account holder | $497 | $12,013-95.9% | $10,363-95.2% | $13,397-96.3% |