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 | $91,515 | $137,414-33.4% | $189,513-51.7% | $85,850+6.6% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.4pp |
| Annual return | 13.71% | 38.14%-24.4pp | 555.15%-541.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,658 | $4,344-61.8% | $6,162-73.1% | $2,565-35.4% |
| Participant deferral / active EE | $4,295 | $6,260-31.4% | $8,221-47.8% | $3,952+8.7% |
| Admin fee / account holder | $4,327 | $8,630-49.9% | $12,045-64.1% | $6,260-30.9% |