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 | $103,884 | $126,574-17.9% | $106,213-2.2% | $145,922-28.8% |
| Participation rate | 90.5% | 77.6%+12.8pp | 75.3%+15.2pp | 80.3%+10.2pp |
| Annual return | 12.67% | 224.79%-212.1pp | 116.14%-103.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,055 | $3,730-18.1% | $3,171-3.7% | $4,660-34.4% |
| Participant deferral / active EE | $5,879 | $5,724+2.7% | $5,016+17.2% | $6,688-12.1% |
| Admin fee / account holder | $4,920 | $17,304-71.6% | $11,033-55.4% | $13,397-63.3% |