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 | $102,829 | $100,773+2.0% | $88,946+15.6% | $142,382-27.8% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.8%+15.4pp | 80.1%+4.1pp |
| Annual return | 21.81% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,930 | $2,918-33.9% | $2,555-24.5% | $4,299-55.1% |
| Participant deferral / active EE | $5,177 | $5,230-1.0% | $4,581+13.0% | $6,507-20.4% |
| Admin fee / account holder | $1,714 | $9,693-82.3% | $8,261-79.3% | $12,624-86.4% |