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 | $91,594 | $217,402-57.9% | $185,823-50.7% | $167,490-45.3% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 14.86% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,831 | $5,873-51.8% | $5,167-45.2% | $4,837-41.5% |
| Participant deferral / active EE | $6,482 | $6,356+2.0% | $5,568+16.4% | $6,341+2.2% |
| Admin fee / account holder | $14,390 | $19,811-27.4% | $16,237-11.4% | $12,309+16.9% |