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 | $110,333 | $102,966+7.2% | $90,281+22.2% | $152,861-27.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 26.63% | 95.16%-68.5pp | 78.10%-51.5pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,581 | $3,139-17.8% | $2,854-9.6% | $4,762-45.8% |
| Participant deferral / active EE | $3,567 | $4,281-16.7% | $3,885-8.2% | $5,850-39.0% |
| Admin fee / account holder | $343 | $6,171-94.4% | $5,351-93.6% | $11,596-97.0% |