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 | $96,212 | $63,346+51.9% | $92,233+4.3% | $70,131+37.2% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 16.56% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,973 | $2,471+101.2% | $3,679+35.2% | $2,342+112.3% |
| Participant deferral / active EE | $4,169 | $2,854+46.1% | $3,897+7.0% | $3,332+25.1% |
| Admin fee / account holder | $656 | $3,840-82.9% | $5,194-87.4% | $4,645-85.9% |