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 | $115,413 | $69,207+66.8% | $64,056+80.2% | $139,434-17.2% |
| Participation rate | 84.2% | 75.6%+8.6pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 19.71% | 45.88%-26.2pp | 33.69%-14.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $991 | $3,182-68.9% | $2,747-63.9% | $4,751-79.1% |
| Participant deferral / active EE | $4,151 | $4,682-11.3% | $3,880+7.0% | $6,710-38.1% |
| Admin fee / account holder | $2,284 | $4,244-46.2% | $3,068-25.6% | $11,403-80.0% |