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 | $129,077 | $103,376+24.9% | $87,100+48.2% | $152,861-15.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 12.31% | 28.10%-15.8pp | 28.19%-15.9pp | 345.32%-333.0pp |
| Employer contribution / active EE | $4,762 | $3,220+47.9% | $2,521+88.9% | $4,7620% |
| Participant deferral / active EE | $6,853 | $4,778+43.4% | $4,049+69.3% | $5,850+17.1% |
| Admin fee / account holder | $2,846 | $12,205-76.7% | $7,497-62.0% | $11,596-75.5% |