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 | $101,831 | $115,770-12.0% | $101,248+0.6% | $158,922-35.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 12.34% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,144 | $4,175-48.6% | $3,660-41.4% | $4,761-55.0% |
| Participant deferral / active EE | $6,179 | $4,957+24.7% | $4,370+41.4% | $5,982+3.3% |
| Admin fee / account holder | $1,140 | $7,245-84.3% | $5,945-80.8% | $11,246-89.9% |