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 9-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 | $122,356 | $217,402-43.7% | $185,823-34.2% | $167,490-26.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 12.68% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,435 | $5,873-58.5% | $5,167-52.9% | $4,837-49.7% |
| Participant deferral / active EE | $4,011 | $6,356-36.9% | $5,568-28.0% | $6,341-36.7% |
| Admin fee / account holder | $18,124 | $19,811-8.5% | $16,237+11.6% | $12,309+47.2% |