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 | $114,109 | $105,931+7.7% | $81,930+39.3% | $158,922-28.2% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 20.46% | 38.17%-17.7pp | 29.49%-9.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,521 | $13,003-57.5% | $7,107-22.3% | $5,982-7.7% |
| Admin fee / account holder | $13,367 | $8,489+57.5% | $5,158+159.2% | $11,246+18.9% |