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 | $121,618 | $202,432-39.9% | $169,368-28.2% | $139,434-12.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 13.23% | 531.74%-518.5pp | 405.60%-392.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,787 | $4,692-19.3% | $4,013-5.6% | $4,751-20.3% |
| Participant deferral / active EE | $6,978 | $6,938+0.6% | $6,221+12.2% | $6,710+4.0% |
| Admin fee / account holder | $4,252 | $10,708-60.3% | $9,003-52.8% | $11,403-62.7% |