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 | $101,165 | $176,056-42.5% | $159,436-36.5% | $167,490-39.6% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 12.74% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $5,725 | $5,297+8.1% | $4,829+18.6% | $4,837+18.4% |
| Participant deferral / active EE | $5,665 | $7,750-26.9% | $7,352-22.9% | $6,341-10.7% |
| Admin fee / account holder | $7,045 | $12,554-43.9% | $10,799-34.8% | $12,309-42.8% |