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 | $112,323 | $91,552+22.7% | $133,956-16.1% | $79,858+40.7% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 25.91% | 61.85%-35.9pp | 45.09%-19.2pp | 31.71%-5.8pp |
| Employer contribution / active EE | $9,739 | $2,384+308.6% | $3,919+148.5% | $2,471+294.2% |
| Participant deferral / active EE | $6,161 | $3,733+65.0% | $5,048+22.1% | $3,740+64.7% |
| Admin fee / account holder | $856 | $6,321-86.5% | $8,927-90.4% | $5,306-83.9% |