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 | $104,572 | $109,881-4.8% | $150,045-30.3% | $84,808+23.3% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.4pp |
| Annual return | 20.80% | 28.25%-7.4pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $6,845 | $3,561+92.2% | $4,693+45.8% | $2,631+160.2% |
| Participant deferral / active EE | $15,316 | $6,636+130.8% | $7,997+91.5% | $4,212+263.7% |
| Admin fee / account holder | $3,392 | $8,568-60.4% | $13,435-74.8% | $7,344-53.8% |