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 | $136,767 | $175,202-21.9% | $149,673-8.6% | $139,434-1.9% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 19.30% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,067 | $5,474-25.7% | $4,818-15.6% | $4,751-14.4% |
| Participant deferral / active EE | $9,273 | $6,519+42.3% | $5,680+63.3% | $6,710+38.2% |
| Admin fee / account holder | $2,193 | $16,150-86.4% | $13,210-83.4% | $11,403-80.8% |