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 | $119,249 | $84,233+41.6% | $170,442-30.0% | $70,131+70.0% |
| Participation rate | 94.6% | 70.8%+23.8pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 13.14% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,060 | $3,387-9.6% | $5,433-43.7% | $2,342+30.7% |
| Participant deferral / active EE | $3,420 | $3,086+10.8% | $4,939-30.8% | $3,332+2.6% |
| Admin fee / account holder | $502 | $5,698-91.2% | $13,880-96.4% | $4,645-89.2% |