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 | $138,311 | $217,402-36.4% | $185,823-25.6% | $167,490-17.4% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 17.01% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,243 | $5,873-44.8% | $5,167-37.2% | $4,837-33.0% |
| Participant deferral / active EE | $7,908 | $6,356+24.4% | $5,568+42.0% | $6,341+24.7% |
| Admin fee / account holder | $3,647 | $19,811-81.6% | $16,237-77.5% | $12,309-70.4% |