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 | $94,681 | $159,602-40.7% | $150,045-36.9% | $142,382-33.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,446 | $4,961-70.9% | $4,693-69.2% | $4,299-66.4% |
| Participant deferral / active EE | $13,045 | $8,310+57.0% | $7,997+63.1% | $6,507+100.5% |
| Admin fee / account holder | $1,624 | $14,846-89.1% | $13,435-87.9% | $12,624-87.1% |