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 | $129,094 | $183,519-29.7% | $155,509-17.0% | $145,922-11.5% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 13.34% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,317 | $5,313-56.4% | $4,672-50.4% | $4,660-50.3% |
| Participant deferral / active EE | $6,086 | $6,462-5.8% | $5,626+8.2% | $6,688-9.0% |
| Admin fee / account holder | $3,473 | $19,313-82.0% | $15,912-78.2% | $13,397-74.1% |