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 | $111,652 | $85,202+31.0% | $172,739-35.4% | $72,985+53.0% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 22.88% | 27.32%-4.4pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,517 | $3,324-24.3% | $5,143-51.1% | $2,440+3.2% |
| Participant deferral / active EE | $3,080 | $3,260-5.5% | $5,198-40.7% | $3,607-14.6% |
| Admin fee / account holder | $2,673 | $5,884-54.6% | $13,954-80.8% | $5,124-47.8% |