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 | $118,222 | $95,416+23.9% | $185,823-36.4% | $85,850+37.7% |
| Participation rate | 70.4% | 68.8%+1.6pp | 81.7%-11.3pp | 69.3%+1.1pp |
| Annual return | 12.95% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,316 | $3,314-30.1% | $5,167-55.2% | $2,565-9.7% |
| Participant deferral / active EE | $4,500 | $3,423+31.5% | $5,568-19.2% | $3,952+13.9% |
| Admin fee / account holder | $388 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |