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 | $107,817 | $84,233+28.0% | $170,442-36.7% | $70,131+53.7% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 21.14% | 23.06%-1.9pp | 205.93%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,217 | $3,387-34.5% | $5,433-59.2% | $2,342-5.3% |
| Participant deferral / active EE | $5,887 | $3,086+90.8% | $4,939+19.2% | $3,332+76.7% |
| Admin fee / account holder | $1,354 | $5,698-76.2% | $13,880-90.2% | $4,645-70.9% |