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 | $122,653 | $175,202-30.0% | $149,673-18.1% | $139,434-12.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 24.43% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,294 | $5,474-58.1% | $4,818-52.4% | $4,751-51.7% |
| Participant deferral / active EE | $7,367 | $6,519+13.0% | $5,680+29.7% | $6,710+9.8% |
| Admin fee / account holder | $7,097 | $16,150-56.1% | $13,210-46.3% | $11,403-37.8% |