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 | $108,250 | $175,202-38.2% | $149,673-27.7% | $139,434-22.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 17.46% | 166.71%-149.2pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,637 | $5,474-33.6% | $4,818-24.5% | $4,751-23.5% |
| Participant deferral / active EE | $7,137 | $6,519+9.5% | $5,680+25.6% | $6,710+6.4% |
| Admin fee / account holder | $6,670 | $16,150-58.7% | $13,210-49.5% | $11,403-41.5% |