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 | $108,571 | $91,190+19.1% | $178,490-39.2% | $79,858+36.0% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 12.50% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,298 | $3,256-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $2,127 | $3,236-34.3% | $5,202-59.1% | $3,740-43.1% |
| Admin fee / account holder | $8,810 | $6,751+30.5% | $13,984-37.0% | $5,306+66.0% |