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 | $93,161 | $78,422+18.8% | $95,952-2.9% | $79,858+16.7% |
| Participation rate | 83.6% | 73.5%+10.2pp | 77.1%+6.6pp | 69.6%+14.0pp |
| Annual return | 12.34% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,744 | $1,945+143.9% | $2,541+86.7% | $2,471+92.0% |
| Participant deferral / active EE | $1,728 | $3,440-49.8% | $4,167-58.5% | $3,740-53.8% |
| Admin fee / account holder | $2,183 | $5,622-61.2% | $6,795-67.9% | $5,306-58.9% |