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 | $113,704 | $183,519-38.0% | $155,509-26.9% | $145,922-22.1% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 13.17% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,259 | $5,313-1.0% | $4,672+12.6% | $4,660+12.9% |
| Participant deferral / active EE | $3,455 | $6,462-46.5% | $5,626-38.6% | $6,688-48.3% |
| Admin fee / account holder | $14,207 | $19,313-26.4% | $15,912-10.7% | $13,397+6.0% |