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 | $104,387 | $98,750+5.7% | $149,696-30.3% | $79,858+30.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 17.86% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,141 | $3,216-2.3% | $4,644-32.4% | $2,471+27.1% |
| Participant deferral / active EE | $12,557 | $5,680+121.1% | $6,842+83.5% | $3,740+235.8% |
| Admin fee / account holder | $9,664 | $6,053+59.7% | $9,309+3.8% | $5,306+82.1% |