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 | $119,957 | $78,705+52.4% | $117,854+1.8% | $70,131+71.0% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 19.10% | 23.30%-4.2pp | 335.08%-316.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $911 | $2,223-59.0% | $3,786-75.9% | $2,342-61.1% |
| Participant deferral / active EE | $7,530 | $3,297+128.4% | $4,482+68.0% | $3,332+126.0% |
| Admin fee / account holder | $872 | $5,065-82.8% | $8,020-89.1% | $4,645-81.2% |