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 | $104,196 | $165,912-37.2% | $122,332-14.8% | $147,584-29.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 13.71% | 34.55%-20.8pp | 30.27%-16.6pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,032 | $5,754-64.7% | $4,050-49.8% | $4,876-58.3% |
| Participant deferral / active EE | $6,889 | $4,005+72.0% | $3,287+109.6% | $5,439+26.7% |
| Admin fee / account holder | $5,060 | $7,424-31.8% | $5,478-7.6% | $10,885-53.5% |