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 5-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 | $113,391 | $202,432-44.0% | $169,368-33.1% | $139,434-18.7% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 16.56% | 531.74%-515.2pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,450 | $4,692-69.1% | $4,013-63.9% | $4,751-69.5% |
| Participant deferral / active EE | $1,751 | $6,938-74.8% | $6,221-71.9% | $6,710-73.9% |
| Admin fee / account holder | $892 | $10,708-91.7% | $9,003-90.1% | $11,403-92.2% |