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 | $116,414 | $169,032-31.1% | $129,207-9.9% | $145,922-20.2% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 17.42% | 14330.11%-14312.7pp | 9417.33%-9399.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,088 | $5,537-80.3% | $4,153-73.8% | $4,660-76.6% |
| Participant deferral / active EE | $1,605 | $4,987-67.8% | $4,168-61.5% | $6,688-76.0% |
| Admin fee / account holder | $7,904 | $9,954-20.6% | $7,715+2.5% | $13,397-41.0% |