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 | $99,699 | $99,918-0.2% | $81,382+22.5% | $145,922-31.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 10.64% | 34.32%-23.7pp | 24.73%-14.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,621 | $2,978-12.0% | $2,463+6.4% | $4,660-43.8% |
| Participant deferral / active EE | $7,478 | $4,605+62.4% | $3,883+92.6% | $6,688+11.8% |
| Admin fee / account holder | $794 | $8,212-90.3% | $5,768-86.2% | $13,397-94.1% |