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 9-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 | $101,421 | $60,022+69.0% | $88,946+14.0% | $84,808+19.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.20% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,651 | $1,703+114.4% | $2,555+42.9% | $2,631+38.8% |
| Participant deferral / active EE | $3,782 | $3,114+21.5% | $4,581-17.4% | $4,212-10.2% |
| Admin fee / account holder | $5,699 | $4,811+18.5% | $8,261-31.0% | $7,344-22.4% |