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 | $106,928 | $77,899+37.3% | $149,673-28.6% | $75,163+42.3% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 21.91% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $9,692 | $3,137+208.9% | $4,818+101.2% | $2,670+263.0% |
| Participant deferral / active EE | $5,131 | $3,411+50.4% | $5,680-9.7% | $4,125+24.4% |
| Admin fee / account holder | $2,177 | $5,956-63.4% | $13,210-83.5% | $5,651-61.5% |