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 | $106,464 | $85,766+24.1% | $136,294-21.9% | $70,131+51.8% |
| Participation rate | 74.4% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 18.03% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,632 | $2,966-45.0% | $4,695-65.3% | $2,342-30.3% |
| Participant deferral / active EE | $6,889 | $5,051+36.4% | $6,247+10.3% | $3,332+106.8% |
| Admin fee / account holder | $3,892 | $5,420-28.2% | $9,243-57.9% | $4,645-16.2% |