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 | $118,660 | $175,202-32.3% | $149,673-20.7% | $139,434-14.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.46% | 166.71%-149.2pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,213 | $5,474-41.3% | $4,818-33.3% | $4,751-32.4% |
| Participant deferral / active EE | $5,739 | $6,519-12.0% | $5,680+1.0% | $6,710-14.5% |
| Admin fee / account holder | $3,160 | $16,150-80.4% | $13,210-76.1% | $11,403-72.3% |