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 | $110,731 | $165,984-33.3% | $164,813-32.8% | $145,922-24.1% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 10.68% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,766 | $5,273-47.5% | $4,341-36.3% | $4,660-40.6% |
| Participant deferral / active EE | $5,536 | $6,959-20.5% | $6,031-8.2% | $6,688-17.2% |
| Admin fee / account holder | $1,243 | $16,648-92.5% | $12,690-90.2% | $13,397-90.7% |