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 | $127,702 | $67,411+89.4% | $91,001+40.3% | $70,131+82.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.89% | -40.16%+58.1pp | 4.60%+13.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,148 | $1,786-35.7% | $2,456-53.3% | $2,342-51.0% |
| Participant deferral / active EE | $4,713 | $2,823+67.0% | $3,547+32.8% | $3,332+41.4% |
| Admin fee / account holder | $2,920 | $4,236-31.1% | $5,417-46.1% | $4,645-37.1% |