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 | $133,966 | $165,984-19.3% | $164,813-18.7% | $145,922-8.2% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 17.91% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,045 | $5,273-61.2% | $4,341-52.9% | $4,660-56.1% |
| Participant deferral / active EE | $10,864 | $6,959+56.1% | $6,031+80.1% | $6,688+62.4% |
| Admin fee / account holder | $4,133 | $16,648-75.2% | $12,690-67.4% | $13,397-69.2% |