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 | $120,648 | $84,233+43.2% | $170,442-29.2% | $70,131+72.0% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 14.66% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,567 | $3,387-24.2% | $5,433-52.8% | $2,342+9.6% |
| Participant deferral / active EE | $5,833 | $3,086+89.0% | $4,939+18.1% | $3,332+75.1% |
| Admin fee / account holder | $6,903 | $5,698+21.2% | $13,880-50.3% | $4,645+48.6% |