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 | $102,313 | $85,202+20.1% | $172,739-40.8% | $72,985+40.2% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 18.69% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,181 | $3,324-34.4% | $5,143-57.6% | $2,440-10.6% |
| Participant deferral / active EE | $4,886 | $3,260+49.9% | $5,198-6.0% | $3,607+35.5% |
| Admin fee / account holder | $20,496 | $5,884+248.3% | $13,954+46.9% | $5,124+300.0% |