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 | $127,073 | $89,355+42.2% | $141,162-10.0% | $72,985+74.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 24.94% | 111.85%-86.9pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,032 | $3,114+29.5% | $4,735-14.8% | $2,440+65.3% |
| Participant deferral / active EE | $9,905 | $5,418+82.8% | $6,709+47.6% | $3,607+174.6% |
| Admin fee / account holder | $459 | $5,958-92.3% | $10,261-95.5% | $5,124-91.0% |