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 | $119,867 | $115,770+3.5% | $101,248+18.4% | $158,922-24.6% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 11.08% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,862 | $4,175-55.4% | $3,660-49.1% | $4,761-60.9% |
| Participant deferral / active EE | $3,678 | $4,957-25.8% | $4,370-15.8% | $5,982-38.5% |
| Admin fee / account holder | $495 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |