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 | $117,287 | $98,750+18.8% | $149,696-21.7% | $79,858+46.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 14.88% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,596 | $3,216-19.3% | $4,644-44.1% | $2,471+5.1% |
| Participant deferral / active EE | $5,481 | $5,680-3.5% | $6,842-19.9% | $3,740+46.6% |
| Admin fee / account holder | $413 | $6,053-93.2% | $9,309-95.6% | $5,306-92.2% |