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 | $118,556 | $159,901-25.9% | $146,958-19.3% | $145,922-18.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 11.08% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,813 | $5,286-65.7% | $4,933-63.3% | $4,660-61.1% |
| Participant deferral / active EE | $6,960 | $8,428-17.4% | $8,070-13.7% | $6,688+4.1% |
| Admin fee / account holder | $11,086 | $15,044-26.3% | $12,998-14.7% | $13,397-17.2% |