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 | $112,210 | $117,381-4.4% | $99,443+12.8% | $152,861-26.6% |
| Participation rate | 84.2% | 77.5%+6.7pp | 73.8%+10.4pp | 82.4%+1.8pp |
| Annual return | 18.69% | 31.87%-13.2pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,101 | $3,013-63.4% | $2,540-56.6% | $4,762-76.9% |
| Participant deferral / active EE | $8,105 | $4,086+98.4% | $3,619+124.0% | $5,850+38.6% |
| Admin fee / account holder | $8,324 | $7,631+9.1% | $6,250+33.2% | $11,596-28.2% |