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 | $107,849 | $197,591-45.4% | $177,821-39.3% | $158,922-32.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.79% | 58.76%-48.0pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $11,950 | $6,697+78.4% | $5,918+101.9% | $4,761+151.0% |
| Participant deferral / active EE | $9,045 | $8,405+7.6% | $7,714+17.2% | $5,982+51.2% |
| Admin fee / account holder | $2,638 | $15,399-82.9% | $12,427-78.8% | $11,246-76.5% |