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 | $141,099 | $209,411-32.6% | $178,490-20.9% | $158,922-11.2% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 15.25% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,806 | $5,706-50.8% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $7,973 | $5,954+33.9% | $5,202+53.3% | $5,982+33.3% |
| Admin fee / account holder | $1,501 | $17,074-91.2% | $13,984-89.3% | $11,246-86.7% |