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 | $139,910 | $118,849+17.7% | $96,562+44.9% | $167,490-16.5% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.8%+15.2pp | 82.1%+2.9pp |
| Annual return | 9.38% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,065 | $3,120-65.9% | $2,356-54.8% | $4,837-78.0% |
| Participant deferral / active EE | $3,995 | $4,616-13.5% | $3,849+3.8% | $6,341-37.0% |
| Admin fee / account holder | $6,764 | $8,065-16.1% | $6,181+9.4% | $12,309-45.1% |