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 | $116,173 | $65,041+78.6% | $90,951+27.7% | $79,858+45.5% |
| Participation rate | 84.8% | 61.6%+23.2pp | 69.0%+15.8pp | 69.6%+15.2pp |
| Annual return | 15.08% | 30.45%-15.4pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,259 | $2,512+228.8% | $3,373+144.9% | $3,740+120.8% |
| Admin fee / account holder | $1,005 | $4,536-77.8% | $5,959-83.1% | $5,306-81.1% |