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 | $155,199 | $118,849+30.6% | $96,562+60.7% | $167,490-7.3% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 12.76% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,873 | $3,120+24.1% | $2,356+64.3% | $4,837-19.9% |
| Participant deferral / active EE | $8,021 | $4,616+73.8% | $3,849+108.4% | $6,341+26.5% |
| Admin fee / account holder | $1,800 | $8,065-77.7% | $6,181-70.9% | $12,309-85.4% |