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 | $139,089 | $176,056-21.0% | $159,436-12.8% | $167,490-17.0% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 16.93% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,020 | $5,297-61.9% | $4,829-58.2% | $4,837-58.3% |
| Participant deferral / active EE | $9,308 | $7,750+20.1% | $7,352+26.6% | $6,341+46.8% |
| Admin fee / account holder | $2,628 | $12,554-79.1% | $10,799-75.7% | $12,309-78.6% |