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 | $96,849 | $210,648-54.0% | $177,989-45.6% | $145,922-33.6% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 18.78% | 385.86%-367.1pp | 294.48%-275.7pp | 561.29%-542.5pp |
| Employer contribution / active EE | $894 | $4,565-80.4% | $3,949-77.4% | $4,660-80.8% |
| Participant deferral / active EE | $5,769 | $6,958-17.1% | $6,276-8.1% | $6,688-13.7% |
| Admin fee / account holder | $804 | $12,013-93.3% | $10,363-92.2% | $13,397-94.0% |