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 | $131,527 | $110,809+18.7% | $86,874+51.4% | $167,490-21.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 71.6%+21.2pp | 82.1%+10.8pp |
| Annual return | 17.12% | 116.98%-99.9pp | 63.52%-46.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,508 | $3,244-53.5% | $2,495-39.6% | $4,837-68.8% |
| Participant deferral / active EE | $2,225 | $4,546-51.1% | $3,699-39.9% | $6,341-64.9% |
| Admin fee / account holder | $1,455 | $8,415-82.7% | $5,828-75.0% | $12,309-88.2% |