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 | $102,889 | $114,381-10.0% | $107,525-4.3% | $142,382-27.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 15.77% | 242.71%-226.9pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,321 | $4,015-17.3% | $3,754-11.5% | $4,299-22.7% |
| Participant deferral / active EE | $3,699 | $5,564-33.5% | $5,116-27.7% | $6,507-43.2% |
| Admin fee / account holder | $1,093 | $9,860-88.9% | $8,919-87.8% | $12,624-91.3% |