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 | $131,188 | $202,432-35.2% | $169,368-22.5% | $139,434-5.9% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 18.55% | 531.74%-513.2pp | 405.60%-387.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,861 | $4,692-39.0% | $4,013-28.7% | $4,751-39.8% |
| Participant deferral / active EE | $5,169 | $6,938-25.5% | $6,221-16.9% | $6,710-23.0% |
| Admin fee / account holder | $641 | $10,708-94.0% | $9,003-92.9% | $11,403-94.4% |