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 | $129,194 | $176,056-26.6% | $159,436-19.0% | $167,490-22.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 14.96% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,037 | $5,297-4.9% | $4,829+4.3% | $4,837+4.1% |
| Participant deferral / active EE | $11,500 | $7,750+48.4% | $7,352+56.4% | $6,341+81.4% |
| Admin fee / account holder | $30,694 | $12,554+144.5% | $10,799+184.2% | $12,309+149.4% |