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 | $131,400 | $177,572-26.0% | $154,803-15.1% | $142,382-7.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,269 | $4,810+9.5% | $4,305+22.4% | $4,299+22.6% |
| Participant deferral / active EE | $9,958 | $6,272+58.8% | $5,540+79.7% | $6,507+53.0% |
| Admin fee / account holder | $2,037 | $16,786-87.9% | $14,329-85.8% | $12,624-83.9% |