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 | $106,114 | $197,591-46.3% | $177,821-40.3% | $158,922-33.2% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 13.16% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,062 | $6,697-69.2% | $5,918-65.2% | $4,761-56.7% |
| Participant deferral / active EE | $5,952 | $8,405-29.2% | $7,714-22.8% | $5,982-0.5% |
| Admin fee / account holder | $12,674 | $15,399-17.7% | $12,427+2.0% | $11,246+12.7% |