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 | $124,875 | $209,411-40.4% | $178,490-30.0% | $158,922-21.4% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 15.23% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,119 | $5,706-45.3% | $5,011-37.8% | $4,761-34.5% |
| Participant deferral / active EE | $5,933 | $5,954-0.3% | $5,202+14.1% | $5,982-0.8% |
| Admin fee / account holder | $5,123 | $17,074-70.0% | $13,984-63.4% | $11,246-54.4% |