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 | $161,998 | $137,414+17.9% | $189,513-14.5% | $85,850+88.7% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.1pp |
| Annual return | 18.03% | 38.14%-20.1pp | 555.15%-537.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $4,536 | $4,344+4.4% | $6,162-26.4% | $2,565+76.8% |
| Participant deferral / active EE | $13,370 | $6,260+113.6% | $8,221+62.6% | $3,952+238.3% |
| Admin fee / account holder | $6,715 | $8,630-22.2% | $12,045-44.3% | $6,260+7.3% |