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 | $114,192 | $217,402-47.5% | $185,823-38.5% | $167,490-31.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 18.32% | 148.36%-130.0pp | 122.05%-103.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $4,464 | $5,873-24.0% | $5,167-13.6% | $4,837-7.7% |
| Participant deferral / active EE | $7,664 | $6,356+20.6% | $5,568+37.6% | $6,341+20.9% |
| Admin fee / account holder | $1,204 | $19,811-93.9% | $16,237-92.6% | $12,309-90.2% |