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 | $99,355 | $197,591-49.7% | $177,821-44.1% | $158,922-37.5% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 14.38% | 58.76%-44.4pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,903 | $6,697-71.6% | $5,918-67.8% | $4,761-60.0% |
| Participant deferral / active EE | $5,035 | $8,405-40.1% | $7,714-34.7% | $5,982-15.8% |
| Admin fee / account holder | $810 | $15,399-94.7% | $12,427-93.5% | $11,246-92.8% |