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 | $135,262 | $109,881+23.1% | $150,045-9.9% | $84,808+59.5% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 22.85% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,744 | $3,561+33.2% | $4,693+1.1% | $2,631+80.3% |
| Participant deferral / active EE | $9,752 | $6,636+47.0% | $7,997+21.9% | $4,212+131.6% |
| Admin fee / account holder | $1,006 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |