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 | $137,478 | $118,849+15.7% | $96,562+42.4% | $167,490-17.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.59% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,762 | $3,120-11.4% | $2,356+17.2% | $4,837-42.9% |
| Participant deferral / active EE | $8,840 | $4,616+91.5% | $3,849+129.7% | $6,341+39.4% |
| Admin fee / account holder | $554 | $8,065-93.1% | $6,181-91.0% | $12,309-95.5% |