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 | $131,770 | $81,632+61.4% | $70,449+87.0% | $158,922-17.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 12.77% | 208.40%-195.6pp | 109.03%-96.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,728 | $3,217+15.9% | $2,737+36.2% | $4,761-21.7% |
| Participant deferral / active EE | $10,743 | $4,554+135.9% | $3,709+189.7% | $5,982+79.6% |
| Admin fee / account holder | $409 | $6,193-93.4% | $3,845-89.4% | $11,246-96.4% |