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 | $102,771 | $159,901-35.7% | $146,958-30.1% | $145,922-29.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.98% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,115 | $5,286-41.1% | $4,933-36.9% | $4,660-33.2% |
| Participant deferral / active EE | $5,702 | $8,428-32.3% | $8,070-29.3% | $6,688-14.7% |
| Admin fee / account holder | $756 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |