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 | $116,886 | $99,877+17.0% | $84,966+37.6% | $145,922-19.9% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 11.57% | 83.76%-72.2pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,647 | $3,231+105.7% | $2,727+143.7% | $4,660+42.7% |
| Participant deferral / active EE | $4,824 | $5,291-8.8% | $4,519+6.7% | $6,688-27.9% |
| Admin fee / account holder | $3,649 | $7,248-49.7% | $6,149-40.7% | $13,397-72.8% |