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 | $114,985 | $102,616+12.1% | $81,983+40.3% | $158,922-27.6% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 20.45% | 61.04%-40.6pp | 41.31%-20.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,647 | $3,240-49.2% | $2,498-34.1% | $4,761-65.4% |
| Participant deferral / active EE | $4,244 | $4,648-8.7% | $3,722+14.0% | $5,982-29.1% |
| Admin fee / account holder | $44,837 | $8,235+444.5% | $5,664+691.7% | $11,246+298.7% |