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 | $111,957 | $176,056-36.4% | $159,436-29.8% | $167,490-33.2% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 13.92% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,723 | $5,297-67.5% | $4,829-64.3% | $4,837-64.4% |
| Participant deferral / active EE | $9,232 | $7,750+19.1% | $7,352+25.6% | $6,341+45.6% |
| Admin fee / account holder | $2,351 | $12,554-81.3% | $10,799-78.2% | $12,309-80.9% |