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 | $100,027 | $148,534-32.7% | $135,903-26.4% | $139,434-28.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 21.97% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $9,450 | $5,243+80.2% | $4,856+94.6% | $4,751+98.9% |
| Participant deferral / active EE | $26,075 | $8,100+221.9% | $7,758+236.1% | $6,710+288.6% |
| Admin fee / account holder | $450 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |