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 | $118,098 | $91,190+29.5% | $178,490-33.8% | $79,858+47.9% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 16.24% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,990 | $3,256-8.2% | $5,011-40.3% | $2,471+21.0% |
| Participant deferral / active EE | $5,575 | $3,236+72.3% | $5,202+7.2% | $3,740+49.1% |
| Admin fee / account holder | $4,367 | $6,751-35.3% | $13,984-68.8% | $5,306-17.7% |