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 9-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 | $108,671 | $117,841-7.8% | $102,423+6.1% | $145,922-25.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.08% | 31.65%-19.6pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,567 | $3,615-29.0% | $3,023-15.1% | $4,660-44.9% |
| Participant deferral / active EE | $6,523 | $5,731+13.8% | $5,053+29.1% | $6,688-2.5% |
| Admin fee / account holder | $23,789 | $13,326+78.5% | $9,451+151.7% | $13,397+77.6% |