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 | $117,293 | $100,773+16.4% | $88,946+31.9% | $142,382-17.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 21.97% | 70.18%-48.2pp | 57.82%-35.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,625 | $2,918-44.3% | $2,555-36.4% | $4,299-62.2% |
| Participant deferral / active EE | $5,962 | $5,230+14.0% | $4,581+30.1% | $6,507-8.4% |
| Admin fee / account holder | $946 | $9,693-90.2% | $8,261-88.6% | $12,624-92.5% |