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 | $102,343 | $89,355+14.5% | $141,162-27.5% | $72,985+40.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 22.73% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,883 | $3,114-7.4% | $4,735-39.1% | $2,440+18.2% |
| Participant deferral / active EE | $4,688 | $5,418-13.5% | $6,709-30.1% | $3,607+30.0% |
| Admin fee / account holder | $3,235 | $5,958-45.7% | $10,261-68.5% | $5,124-36.9% |