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 | $112,042 | $209,411-46.5% | $178,490-37.2% | $158,922-29.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 16.32% | 188.75%-172.4pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,406 | $5,706-57.8% | $5,011-52.0% | $4,761-49.5% |
| Participant deferral / active EE | $4,665 | $5,954-21.7% | $5,202-10.3% | $5,982-22.0% |
| Admin fee / account holder | $905 | $17,074-94.7% | $13,984-93.5% | $11,246-92.0% |