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 | $105,088 | $85,202+23.3% | $172,739-39.2% | $72,985+44.0% |
| Participation rate | 73.9% | 70.1%+3.9pp | 82.6%-8.7pp | 69.5%+4.4pp |
| Annual return | 19.56% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,784 | $3,324+74.0% | $5,143+12.5% | $2,440+137.1% |
| Participant deferral / active EE | $9,307 | $3,260+185.5% | $5,198+79.1% | $3,607+158.0% |
| Admin fee / account holder | $7,712 | $5,884+31.1% | $13,954-44.7% | $5,124+50.5% |