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 | $98,630 | $85,202+15.8% | $172,739-42.9% | $72,985+35.1% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,825 | $3,324-15.0% | $5,143-45.1% | $2,440+15.8% |
| Participant deferral / active EE | $4,318 | $3,260+32.4% | $5,198-16.9% | $3,607+19.7% |
| Admin fee / account holder | $11,763 | $5,884+99.9% | $13,954-15.7% | $5,124+129.5% |