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 | $104,902 | $165,984-36.8% | $164,813-36.4% | $145,922-28.1% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 19.55% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.7pp |
| Employer contribution / active EE | $7,296 | $5,273+38.4% | $4,341+68.1% | $4,660+56.6% |
| Participant deferral / active EE | $8,272 | $6,959+18.9% | $6,031+37.1% | $6,688+23.7% |
| Admin fee / account holder | $10,584 | $16,648-36.4% | $12,690-16.6% | $13,397-21.0% |