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 | $96,844 | $109,359-11.4% | $162,163-40.3% | $72,985+32.7% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.4pp |
| Annual return | 25.37% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $4,962 | $3,907+27.0% | $5,614-11.6% | $2,440+103.4% |
| Participant deferral / active EE | $12,537 | $5,481+128.7% | $7,298+71.8% | $3,607+247.5% |
| Admin fee / account holder | $1,959 | $7,972-75.4% | $10,843-81.9% | $5,124-61.8% |