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 | $127,889 | $109,413+16.9% | $156,263-18.2% | $84,808+50.8% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 60.45% | 20.18%+40.3pp | 59.47%+1.0pp | 40.90%+19.6pp |
| Employer contribution / active EE | $3,180 | $2,907+9.4% | $4,333-26.6% | $2,631+20.9% |
| Participant deferral / active EE | $6,111 | $4,590+33.2% | $6,158-0.8% | $4,212+45.1% |
| Admin fee / account holder | $1,009 | $9,357-89.2% | $14,255-92.9% | $7,344-86.3% |