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 | $119,318 | $100,773+18.4% | $88,946+34.1% | $142,382-16.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.38% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $829 | $2,918-71.6% | $2,555-67.6% | $4,299-80.7% |
| Participant deferral / active EE | $2,762 | $5,230-47.2% | $4,581-39.7% | $6,507-57.6% |
| Admin fee / account holder | $4,580 | $9,693-52.7% | $8,261-44.6% | $12,624-63.7% |