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 | $124,308 | $228,332-45.6% | $185,823-33.1% | $158,922-21.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 67.33% | 40.80%+26.5pp | 35.95%+31.4pp | 302.83%-235.5pp |
| Employer contribution / active EE | $5,252 | $4,967+5.7% | $4,087+28.5% | $4,761+10.3% |
| Participant deferral / active EE | $15,740 | $6,415+145.4% | $5,632+179.5% | $5,982+163.1% |
| Admin fee / account holder | $13,217 | $11,864+11.4% | $9,500+39.1% | $11,246+17.5% |