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 | $108,627 | $177,572-38.8% | $154,803-29.8% | $142,382-23.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 13.50% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,624 | $4,810-45.5% | $4,305-39.1% | $4,299-39.0% |
| Participant deferral / active EE | $6,193 | $6,272-1.3% | $5,540+11.8% | $6,507-4.8% |
| Admin fee / account holder | $1,719 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |