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 | $110,642 | $152,587-27.5% | $125,175-11.6% | $152,861-27.6% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 19.31% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,131 | $4,946-36.7% | $3,865-19.0% | $4,762-34.3% |
| Participant deferral / active EE | $9,947 | $5,868+69.5% | $4,937+101.5% | $5,850+70.0% |
| Admin fee / account holder | $6,528 | $13,434-51.4% | $9,702-32.7% | $11,596-43.7% |