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 | $100,086 | $165,984-39.7% | $164,813-39.3% | $145,922-31.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 18.08% | 100.03%-82.0pp | 69.93%-51.9pp | 561.29%-543.2pp |
| Employer contribution / active EE | $5,768 | $5,273+9.4% | $4,341+32.9% | $4,660+23.8% |
| Participant deferral / active EE | $4,934 | $6,959-29.1% | $6,031-18.2% | $6,688-26.2% |
| Admin fee / account holder | $6,624 | $16,648-60.2% | $12,690-47.8% | $13,397-50.6% |