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 | $125,601 | $159,901-21.5% | $146,958-14.5% | $145,922-13.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 10.55% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,507 | $5,286-52.6% | $4,933-49.2% | $4,660-46.2% |
| Participant deferral / active EE | $7,032 | $8,428-16.6% | $8,070-12.9% | $6,688+5.2% |
| Admin fee / account holder | $6,271 | $15,044-58.3% | $12,998-51.8% | $13,397-53.2% |