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 | $126,488 | $109,881+15.1% | $150,045-15.7% | $84,808+49.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 27.88% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.0pp |
| Employer contribution / active EE | $980 | $3,561-72.5% | $4,693-79.1% | $2,631-62.7% |
| Participant deferral / active EE | $7,102 | $6,636+7.0% | $7,997-11.2% | $4,212+68.6% |
| Admin fee / account holder | $410 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |