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 | $105,482 | $71,050+48.5% | $93,606+12.7% | $80,856+30.5% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 10.14% | 11.26%-1.1pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,083 | $1,564+33.2% | $2,420-13.9% | $2,755-24.4% |
| Participant deferral / active EE | $4,905 | $4,034+21.6% | $4,411+11.2% | $4,296+14.2% |
| Admin fee / account holder | $11,591 | $6,945+66.9% | $8,285+39.9% | $6,918+67.6% |