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 | $139,574 | $98,750+41.3% | $149,696-6.8% | $79,858+74.8% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 24.97% | 27.43%-2.5pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $3,098 | $3,216-3.7% | $4,644-33.3% | $2,471+25.4% |
| Participant deferral / active EE | $6,992 | $5,680+23.1% | $6,842+2.2% | $3,740+87.0% |
| Admin fee / account holder | $6,165 | $6,053+1.9% | $9,309-33.8% | $5,306+16.2% |