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 | $135,020 | $217,402-37.9% | $185,823-27.3% | $167,490-19.4% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 10.72% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,992 | $5,873-49.1% | $5,167-42.1% | $4,837-38.1% |
| Participant deferral / active EE | $3,035 | $6,356-52.2% | $5,568-45.5% | $6,341-52.1% |
| Admin fee / account holder | $1,960 | $19,811-90.1% | $16,237-87.9% | $12,309-84.1% |