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 | $102,185 | $109,881-7.0% | $150,045-31.9% | $84,808+20.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 30.89% | 28.25%+2.6pp | 62.55%-31.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $913 | $3,561-74.4% | $4,693-80.6% | $2,631-65.3% |
| Participant deferral / active EE | $13,016 | $6,636+96.1% | $7,997+62.8% | $4,212+209.0% |
| Admin fee / account holder | $9,606 | $8,568+12.1% | $13,435-28.5% | $7,344+30.8% |