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 | $104,634 | $85,202+22.8% | $172,739-39.4% | $72,985+43.4% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 17.68% | 27.32%-9.6pp | 802.84%-785.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,762 | $3,324-47.0% | $5,143-65.7% | $2,440-27.8% |
| Participant deferral / active EE | $4,044 | $3,260+24.1% | $5,198-22.2% | $3,607+12.1% |
| Admin fee / account holder | $305 | $5,884-94.8% | $13,954-97.8% | $5,124-94.1% |