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 | $123,492 | $157,256-21.5% | $141,162-12.5% | $152,861-19.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 22.40% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $18,134 | $5,261+244.7% | $4,735+283.0% | $4,762+280.8% |
| Participant deferral / active EE | $11,331 | $7,109+59.4% | $6,709+68.9% | $5,850+93.7% |
| Admin fee / account holder | $5,140 | $12,120-57.6% | $10,261-49.9% | $11,596-55.7% |