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 | $103,404 | $159,901-35.3% | $146,958-29.6% | $145,922-29.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.00% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,441 | $5,286-53.8% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $14,487 | $8,428+71.9% | $8,070+79.5% | $6,688+116.6% |
| Admin fee / account holder | $1,968 | $15,044-86.9% | $12,998-84.9% | $13,397-85.3% |