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 | $119,885 | $69,207+73.2% | $64,056+87.2% | $139,434-14.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.50% | 45.88%-28.4pp | 33.69%-16.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,691 | $3,182-15.4% | $2,747-2.0% | $4,751-43.4% |
| Participant deferral / active EE | $6,662 | $4,682+42.3% | $3,880+71.7% | $6,710-0.7% |
| Admin fee / account holder | $476 | $4,244-88.8% | $3,068-84.5% | $11,403-95.8% |