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 | $111,614 | $58,694+90.2% | $142,863-21.9% | $85,850+30.0% |
| Participation rate | 92.3% | 58.5%+33.8pp | 71.9%+20.4pp | 69.3%+23.0pp |
| Annual return | 13.57% | 27.72%-14.1pp | 5637.54%-5624.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,779 | $1,423+25.1% | $4,144-57.1% | $2,565-30.6% |
| Participant deferral / active EE | $2,478 | $2,607-4.9% | $3,837-35.4% | $3,952-37.3% |
| Admin fee / account holder | $1,824 | $4,239-57.0% | $6,560-72.2% | $6,260-70.9% |