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 | $108,852 | $183,963-40.8% | $162,163-32.9% | $152,861-28.8% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 23.64% | 150.76%-127.1pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,059 | $6,371-20.6% | $5,614-9.9% | $4,762+6.2% |
| Participant deferral / active EE | $10,273 | $8,034+27.9% | $7,298+40.8% | $5,850+75.6% |
| Admin fee / account holder | $4,938 | $13,121-62.4% | $10,843-54.5% | $11,596-57.4% |