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 | $122,551 | $99,877+22.7% | $84,966+44.2% | $145,922-16.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.87% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,420 | $3,231-25.1% | $2,727-11.3% | $4,660-48.1% |
| Participant deferral / active EE | $2,781 | $5,291-47.4% | $4,519-38.5% | $6,688-58.4% |
| Admin fee / account holder | $1,039 | $7,248-85.7% | $6,149-83.1% | $13,397-92.2% |