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 | $113,104 | $95,416+18.5% | $185,823-39.1% | $85,850+31.7% |
| Participation rate | 86.7% | 68.8%+17.9pp | 81.7%+5.0pp | 69.3%+17.4pp |
| Annual return | 12.52% | 23.59%-11.1pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,676 | $3,314-49.4% | $5,167-67.6% | $2,565-34.7% |
| Participant deferral / active EE | $6,142 | $3,423+79.4% | $5,568+10.3% | $3,952+55.4% |
| Admin fee / account holder | $538 | $7,213-92.5% | $16,237-96.7% | $6,260-91.4% |