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 | $101,004 | $78,422+28.8% | $95,952+5.3% | $79,858+26.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.06% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,802 | $1,945-7.3% | $2,541-29.1% | $2,471-27.1% |
| Participant deferral / active EE | $4,761 | $3,440+38.4% | $4,167+14.2% | $3,740+27.3% |
| Admin fee / account holder | $1,230 | $5,622-78.1% | $6,795-81.9% | $5,306-76.8% |