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 | $111,721 | $175,202-36.2% | $149,673-25.4% | $139,434-19.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 13.58% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,529 | $5,474-53.8% | $4,818-47.5% | $4,751-46.8% |
| Participant deferral / active EE | $6,065 | $6,519-7.0% | $5,680+6.8% | $6,710-9.6% |
| Admin fee / account holder | $1,884 | $16,150-88.3% | $13,210-85.7% | $11,403-83.5% |