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 | $118,966 | $78,422+51.7% | $95,952+24.0% | $79,858+49.0% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $688 | $1,945-64.7% | $2,541-72.9% | $2,471-72.2% |
| Participant deferral / active EE | $7,404 | $3,440+115.2% | $4,167+77.7% | $3,740+98.0% |
| Admin fee / account holder | $847 | $5,622-84.9% | $6,795-87.5% | $5,306-84.0% |