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 | $104,665 | $91,552+14.3% | $133,956-21.9% | $79,858+31.1% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 14.92% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $842 | $2,384-64.7% | $3,919-78.5% | $2,471-65.9% |
| Participant deferral / active EE | $4,858 | $3,733+30.1% | $5,048-3.8% | $3,740+29.9% |
| Admin fee / account holder | $572 | $6,321-91.0% | $8,927-93.6% | $5,306-89.2% |