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 | $99,577 | $209,411-52.4% | $178,490-44.2% | $158,922-37.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.34% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,505 | $5,706-73.6% | $5,011-70.0% | $4,761-68.4% |
| Participant deferral / active EE | $6,314 | $5,954+6.0% | $5,202+21.4% | $5,982+5.5% |
| Admin fee / account holder | $756 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |