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 | $123,743 | $103,376+19.7% | $87,100+42.1% | $152,861-19.0% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 16.93% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $6,611 | $3,220+105.3% | $2,521+162.2% | $4,762+38.8% |
| Participant deferral / active EE | $6,657 | $4,778+39.3% | $4,049+64.4% | $5,850+13.8% |
| Admin fee / account holder | $2,355 | $12,205-80.7% | $7,497-68.6% | $11,596-79.7% |