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 | $97,921 | $197,591-50.4% | $177,821-44.9% | $158,922-38.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 18.14% | 58.76%-40.6pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,664 | $6,697-45.3% | $5,918-38.1% | $4,761-23.0% |
| Participant deferral / active EE | $7,435 | $8,405-11.5% | $7,714-3.6% | $5,982+24.3% |
| Admin fee / account holder | $9,856 | $15,399-36.0% | $12,427-20.7% | $11,246-12.4% |