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 | $104,094 | $165,984-37.3% | $164,813-36.8% | $145,922-28.7% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 10.89% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,171 | $5,273-58.8% | $4,341-50.0% | $4,660-53.4% |
| Participant deferral / active EE | $7,079 | $6,959+1.7% | $6,031+17.4% | $6,688+5.9% |
| Admin fee / account holder | $498 | $16,648-97.0% | $12,690-96.1% | $13,397-96.3% |