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 | $121,567 | $100,773+20.6% | $88,946+36.7% | $142,382-14.6% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 16.95% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,691 | $2,918+129.3% | $2,555+161.9% | $4,299+55.6% |
| Participant deferral / active EE | $4,916 | $5,230-6.0% | $4,581+7.3% | $6,507-24.5% |
| Admin fee / account holder | $3,555 | $9,693-63.3% | $8,261-57.0% | $12,624-71.8% |