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 | $117,061 | $81,208+44.1% | $98,907+18.4% | $79,858+46.6% |
| Participation rate | 83.3% | 72.5%+10.8pp | 76.0%+7.3pp | 69.6%+13.7pp |
| Annual return | 17.93% | 60.99%-43.1pp | 196.43%-178.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,214 | $1,960+13.0% | $2,689-17.7% | $2,471-10.4% |
| Participant deferral / active EE | $3,895 | $3,265+19.3% | $4,244-8.2% | $3,740+4.1% |
| Admin fee / account holder | $2,319 | $6,013-61.4% | $6,642-65.1% | $5,306-56.3% |