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 | $122,738 | $63,861+92.2% | $104,607+17.3% | $79,858+53.7% |
| Participation rate | 76.7% | 64.9%+11.7pp | 74.1%+2.6pp | 69.6%+7.0pp |
| Annual return | 12.64% | 21.30%-8.7pp | 340.46%-327.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,714 | $1,588+7.9% | $2,681-36.1% | $2,471-30.6% |
| Participant deferral / active EE | $4,314 | $2,693+60.2% | $3,740+15.4% | $3,740+15.4% |
| Admin fee / account holder | $6,267 | $4,185+49.8% | $6,473-3.2% | $5,306+18.1% |