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 | $112,285 | $185,822-39.6% | $169,993-33.9% | $139,434-19.5% |
| Participation rate | 76.2% | 87.8%-11.6pp | 87.0%-10.8pp | 80.3%-4.1pp |
| Annual return | 19.10% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,351 | $7,590-16.3% | $6,785-6.4% | $4,751+33.7% |
| Participant deferral / active EE | $14,050 | $11,622+20.9% | $10,408+35.0% | $6,710+109.4% |
| Admin fee / account holder | $26,559 | $15,381+72.7% | $12,815+107.2% | $11,403+132.9% |