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 | $110,510 | $91,190+21.2% | $178,490-38.1% | $79,858+38.4% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 13.42% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,744 | $3,256-46.4% | $5,011-65.2% | $2,471-29.4% |
| Participant deferral / active EE | $4,575 | $3,236+41.4% | $5,202-12.0% | $3,740+22.3% |
| Admin fee / account holder | $36,609 | $6,751+442.3% | $13,984+161.8% | $5,306+589.9% |