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 5-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 | $121,542 | $202,432-40.0% | $169,368-28.2% | $139,434-12.8% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.92% | 531.74%-514.8pp | 405.60%-388.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,892 | $4,692-17.1% | $4,013-3.0% | $4,751-18.1% |
| Participant deferral / active EE | $11,401 | $6,938+64.3% | $6,221+83.3% | $6,710+69.9% |
| Admin fee / account holder | $348 | $10,708-96.8% | $9,003-96.1% | $11,403-97.0% |