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 | $126,150 | $77,899+61.9% | $149,673-15.7% | $75,163+67.8% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 14.28% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,849 | $3,137-9.2% | $4,818-40.9% | $2,670+6.7% |
| Participant deferral / active EE | $6,239 | $3,411+82.9% | $5,680+9.8% | $4,125+51.2% |
| Admin fee / account holder | $5,056 | $5,956-15.1% | $13,210-61.7% | $5,651-10.5% |