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 | $105,663 | $90,503+16.8% | $78,689+34.3% | $273,961-61.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.41% | 75.60%-65.2pp | 62.18%-51.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $923 | $3,176-70.9% | $2,851-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $3,957 | $3,901+1.4% | $3,517+12.5% | $5,287-25.2% |
| Admin fee / account holder | $373 | $5,263-92.9% | $4,510-91.7% | $10,132-96.3% |