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 | $104,788 | $91,552+14.5% | $133,956-21.8% | $79,858+31.2% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.6pp |
| Annual return | 17.22% | 61.85%-44.6pp | 45.09%-27.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,798 | $2,384-24.6% | $3,919-54.1% | $2,471-27.2% |
| Participant deferral / active EE | $6,884 | $3,733+84.4% | $5,048+36.4% | $3,740+84.1% |
| Admin fee / account holder | $2,441 | $6,321-61.4% | $8,927-72.7% | $5,306-54.0% |