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 | $113,148 | $148,534-23.8% | $135,903-16.7% | $139,434-18.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.01% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,915 | $5,243+31.9% | $4,856+42.4% | $4,751+45.5% |
| Participant deferral / active EE | $12,365 | $8,100+52.6% | $7,758+59.4% | $6,710+84.3% |
| Admin fee / account holder | $8,956 | $12,400-27.8% | $10,762-16.8% | $11,403-21.5% |