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 | $95,667 | $209,411-54.3% | $178,490-46.4% | $158,922-39.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.02% | 188.75%-173.7pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,513 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $3,868 | $5,954-35.0% | $5,202-25.6% | $5,982-35.3% |
| Admin fee / account holder | $9,210 | $17,074-46.1% | $13,984-34.1% | $11,246-18.1% |