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 | $113,562 | $78,705+44.3% | $117,854-3.6% | $70,131+61.9% |
| Participation rate | 90.9% | 73.2%+17.7pp | 79.7%+11.2pp | 69.5%+21.4pp |
| Annual return | 18.55% | 23.30%-4.7pp | 335.08%-316.5pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,127 | $2,223-4.3% | $3,786-43.8% | $2,342-9.2% |
| Participant deferral / active EE | $4,321 | $3,297+31.0% | $4,482-3.6% | $3,332+29.7% |
| Admin fee / account holder | $11,150 | $5,065+120.1% | $8,020+39.0% | $4,645+140.0% |