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 | $135,897 | $177,572-23.5% | $154,803-12.2% | $142,382-4.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 21.30% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $8,450 | $4,810+75.7% | $4,305+96.3% | $4,299+96.5% |
| Participant deferral / active EE | $10,691 | $6,272+70.5% | $5,540+93.0% | $6,507+64.3% |
| Admin fee / account holder | $2,039 | $16,786-87.9% | $14,329-85.8% | $12,624-83.8% |