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 | $103,733 | $217,402-52.3% | $185,823-44.2% | $167,490-38.1% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 17.39% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $7,337 | $5,873+24.9% | $5,167+42.0% | $4,837+51.7% |
| Participant deferral / active EE | $16,098 | $6,356+153.3% | $5,568+189.1% | $6,341+153.9% |
| Admin fee / account holder | $2,319 | $19,811-88.3% | $16,237-85.7% | $12,309-81.2% |