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 | $104,752 | $165,335-36.6% | $149,696-30.0% | $158,922-34.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 34.55% | 348.15%-313.6pp | 276.60%-242.0pp | 302.83%-268.3pp |
| Employer contribution / active EE | $11,057 | $5,103+116.7% | $4,644+138.1% | $4,761+132.2% |
| Participant deferral / active EE | $14,925 | $7,181+107.8% | $6,842+118.1% | $5,982+149.5% |
| Admin fee / account holder | $11,046 | $10,807+2.2% | $9,309+18.7% | $11,246-1.8% |