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 | $118,018 | $84,696+39.3% | $75,696+55.9% | $167,490-29.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 11.56% | 199.36%-187.8pp | 104.53%-93.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $5,355 | $3,230+65.8% | $2,743+95.2% | $4,837+10.7% |
| Participant deferral / active EE | $10,356 | $4,580+126.1% | $3,821+171.0% | $6,341+63.3% |
| Admin fee / account holder | $3,227 | $5,355-39.7% | $3,619-10.8% | $12,309-73.8% |