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 | $105,071 | $95,416+10.1% | $185,823-43.5% | $85,850+22.4% |
| Participation rate | 88.6% | 68.8%+19.8pp | 81.7%+6.9pp | 69.3%+19.3pp |
| Annual return | 15.65% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $4,286 | $3,314+29.3% | $5,167-17.1% | $2,565+67.1% |
| Participant deferral / active EE | $5,948 | $3,423+73.7% | $5,568+6.8% | $3,952+50.5% |
| Admin fee / account holder | $808 | $7,213-88.8% | $16,237-95.0% | $6,260-87.1% |