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 | $107,054 | $99,652+7.4% | $78,778+35.9% | $147,584-27.5% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 13.02% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $874 | $2,796-68.7% | $1,986-56.0% | $4,876-82.1% |
| Participant deferral / active EE | $5,333 | $3,664+45.6% | $2,958+80.3% | $5,439-1.9% |
| Admin fee / account holder | $820 | $7,155-88.5% | $5,134-84.0% | $10,885-92.5% |