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 | $100,245 | $91,538+9.5% | $129,995-22.9% | $75,163+33.4% |
| Participation rate | 75.9% | 71.4%+4.4pp | 78.5%-2.6pp | 67.2%+8.7pp |
| Annual return | 17.40% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,610 | $2,845-8.3% | $4,320-39.6% | $2,670-2.2% |
| Participant deferral / active EE | $4,935 | $4,341+13.7% | $5,820-15.2% | $4,125+19.6% |
| Admin fee / account holder | $1,291 | $6,790-81.0% | $10,614-87.8% | $5,651-77.2% |