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 | $101,615 | $98,240+3.4% | $82,313+23.4% | $147,584-31.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 17.42% | 30.85%-13.4pp | 25.88%-8.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,072 | $3,192-66.4% | $2,428-55.9% | $4,876-78.0% |
| Participant deferral / active EE | $3,968 | $4,383-9.5% | $3,706+7.1% | $5,439-27.0% |
| Admin fee / account holder | $431 | $8,563-95.0% | $5,608-92.3% | $10,885-96.0% |