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 | $146,119 | $217,402-32.8% | $185,823-21.4% | $167,490-12.8% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 24.50% | 148.36%-123.9pp | 122.05%-97.6pp | 478.56%-454.1pp |
| Employer contribution / active EE | $2,020 | $5,873-65.6% | $5,167-60.9% | $4,837-58.3% |
| Participant deferral / active EE | $6,353 | $6,356-0.1% | $5,568+14.1% | $6,341+0.2% |
| Admin fee / account holder | $4,741 | $19,811-76.1% | $16,237-70.8% | $12,309-61.5% |