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 | $137,797 | $159,602-13.7% | $150,045-8.2% | $142,382-3.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 25.83% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,651 | $4,961-26.4% | $4,693-22.2% | $4,299-15.1% |
| Participant deferral / active EE | $9,879 | $8,310+18.9% | $7,997+23.5% | $6,507+51.8% |
| Admin fee / account holder | $19,314 | $14,846+30.1% | $13,435+43.8% | $12,624+53.0% |