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 | $120,140 | $108,172+11.1% | $77,482+55.1% | $158,922-24.4% |
| Participation rate | 90.9% | 64.4%+26.5pp | 54.2%+36.7pp | 82.0%+9.0pp |
| Annual return | 17.43% | 31.67%-14.2pp | 54.79%-37.4pp | 302.83%-285.4pp |
| Employer contribution / active EE | $7,436 | $1,325+461.3% | $986+653.9% | $4,761+56.2% |
| Participant deferral / active EE | $4,097 | $2,456+66.8% | $1,861+120.2% | $5,982-31.5% |
| Admin fee / account holder | $1,750 | $3,708-52.8% | $2,858-38.8% | $11,246-84.4% |