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 | $100,982 | $94,625+6.7% | $116,228-13.1% | $84,808+19.1% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.6%+4.0pp | 68.3%+10.3pp |
| Annual return | 12.35% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,822 | $3,972+71.8% | $4,953+37.7% | $4,212+62.0% |
| Admin fee / account holder | $12,538 | $10,091+24.2% | $11,989+4.6% | $7,344+70.7% |