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 | $124,580 | $78,672+58.4% | $109,143+14.1% | $85,850+45.1% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 18.95% | 25.09%-6.1pp | 25.75%-6.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $992 | $2,735-63.7% | $3,722-73.3% | $2,565-61.3% |
| Participant deferral / active EE | $4,404 | $3,467+27.0% | $4,653-5.3% | $3,952+11.5% |
| Admin fee / account holder | $1,985 | $5,469-63.7% | $6,752-70.6% | $6,260-68.3% |