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 | $117,916 | $67,411+74.9% | $91,001+29.6% | $70,131+68.1% |
| Participation rate | 79.3% | 71.4%+7.9pp | 75.6%+3.7pp | 69.5%+9.8pp |
| Annual return | 22.45% | -40.16%+62.6pp | 4.60%+17.9pp | 73.14%-50.7pp |
| Employer contribution / active EE | $4,107 | $1,786+129.9% | $2,456+67.2% | $2,342+75.3% |
| Participant deferral / active EE | $4,285 | $2,823+51.8% | $3,547+20.8% | $3,332+28.6% |
| Admin fee / account holder | $17,803 | $4,236+320.3% | $5,417+228.6% | $4,645+283.2% |