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 | $131,941 | $198,466-33.5% | $170,442-22.6% | $147,584-10.6% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.88% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $7,016 | $6,184+13.5% | $5,433+29.1% | $4,876+43.9% |
| Participant deferral / active EE | $6,474 | $5,629+15.0% | $4,939+31.1% | $5,439+19.0% |
| Admin fee / account holder | $1,582 | $16,852-90.6% | $13,880-88.6% | $10,885-85.5% |