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 | $127,784 | $91,538+39.6% | $129,995-1.7% | $75,163+70.0% |
| Participation rate | 93.3% | 71.4%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 16.70% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $5,337 | $2,845+87.6% | $4,320+23.6% | $2,670+99.9% |
| Participant deferral / active EE | $9,082 | $4,341+109.2% | $5,820+56.0% | $4,125+120.2% |
| Admin fee / account holder | $4,448 | $6,790-34.5% | $10,614-58.1% | $5,651-21.3% |