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 | $112,909 | $105,181+7.3% | $159,436-29.2% | $85,850+31.5% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 16.08% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,772 | $3,318-46.6% | $4,829-63.3% | $2,565-30.9% |
| Participant deferral / active EE | $7,182 | $5,945+20.8% | $7,352-2.3% | $3,952+81.7% |
| Admin fee / account holder | $6,211 | $6,933-10.4% | $10,799-42.5% | $6,260-0.8% |