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 | $113,710 | $183,963-38.2% | $162,163-29.9% | $152,861-25.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 15.47% | 150.76%-135.3pp | 115.59%-100.1pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,924 | $6,371-69.8% | $5,614-65.7% | $4,762-59.6% |
| Participant deferral / active EE | $4,471 | $8,034-44.4% | $7,298-38.7% | $5,850-23.6% |
| Admin fee / account holder | $956 | $13,121-92.7% | $10,843-91.2% | $11,596-91.8% |