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 | $95,731 | $148,534-35.5% | $135,903-29.6% | $139,434-31.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 31.45% | 79.19%-47.7pp | 68.23%-36.8pp | 372.94%-341.5pp |
| Employer contribution / active EE | $3,302 | $5,243-37.0% | $4,856-32.0% | $4,751-30.5% |
| Participant deferral / active EE | $7,470 | $8,100-7.8% | $7,758-3.7% | $6,710+11.3% |
| Admin fee / account holder | $741 | $12,400-94.0% | $10,762-93.1% | $11,403-93.5% |