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 | $132,968 | $228,332-41.8% | $185,823-28.4% | $158,922-16.3% |
| Participation rate | 95.5% | 82.3%+13.2pp | 78.0%+17.4pp | 82.0%+13.5pp |
| Annual return | 52.21% | 40.80%+11.4pp | 35.95%+16.3pp | 302.83%-250.6pp |
| Employer contribution / active EE | $3,305 | $4,967-33.4% | $4,087-19.1% | $4,761-30.6% |
| Participant deferral / active EE | $5,236 | $6,415-18.4% | $5,632-7.0% | $5,982-12.5% |
| Admin fee / account holder | $4,668 | $11,864-60.7% | $9,500-50.9% | $11,246-58.5% |