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 | $107,816 | $95,416+13.0% | $185,823-42.0% | $85,850+25.6% |
| Participation rate | 93.9% | 68.8%+25.2pp | 81.7%+12.2pp | 69.3%+24.6pp |
| Annual return | 19.40% | 23.59%-4.2pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,516 | $3,314-54.2% | $5,167-70.7% | $2,565-40.9% |
| Participant deferral / active EE | $6,350 | $3,423+85.5% | $5,568+14.0% | $3,952+60.7% |
| Admin fee / account holder | $10,576 | $7,213+46.6% | $16,237-34.9% | $6,260+68.9% |