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 | $147,531 | $209,411-29.5% | $178,490-17.3% | $158,922-7.2% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 19.54% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,503 | $5,706-38.6% | $5,011-30.1% | $4,761-26.4% |
| Participant deferral / active EE | $9,363 | $5,954+57.2% | $5,202+80.0% | $5,982+56.5% |
| Admin fee / account holder | $4,828 | $17,074-71.7% | $13,984-65.5% | $11,246-57.1% |