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 | $99,434 | $165,984-40.1% | $164,813-39.7% | $145,922-31.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 11.57% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,645 | $5,273-30.9% | $4,341-16.0% | $4,660-21.8% |
| Participant deferral / active EE | $11,665 | $6,959+67.6% | $6,031+93.4% | $6,688+74.4% |
| Admin fee / account holder | $793 | $16,648-95.2% | $12,690-93.7% | $13,397-94.1% |