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 | $144,817 | $118,849+21.8% | $96,562+50.0% | $167,490-13.5% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 11.20% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,935 | $3,120-38.0% | $2,356-17.9% | $4,837-60.0% |
| Participant deferral / active EE | $5,220 | $4,616+13.1% | $3,849+35.6% | $6,341-17.7% |
| Admin fee / account holder | $2,086 | $8,065-74.1% | $6,181-66.2% | $12,309-83.1% |