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 | $118,005 | $177,572-33.5% | $154,803-23.8% | $142,382-17.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.52% | 65.07%-48.5pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,231 | $4,810+91.9% | $4,305+114.4% | $4,299+114.7% |
| Participant deferral / active EE | $7,249 | $6,272+15.6% | $5,540+30.8% | $6,507+11.4% |
| Admin fee / account holder | $8,908 | $16,786-46.9% | $14,329-37.8% | $12,624-29.4% |