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 9-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 | $114,671 | $157,256-27.1% | $141,162-18.8% | $152,861-25.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 23.20% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,245 | $5,261-38.3% | $4,735-31.5% | $4,762-31.9% |
| Participant deferral / active EE | $5,989 | $7,109-15.8% | $6,709-10.7% | $5,850+2.4% |
| Admin fee / account holder | $11,076 | $12,120-8.6% | $10,261+7.9% | $11,596-4.5% |