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 | $113,769 | $78,705+44.6% | $117,854-3.5% | $70,131+62.2% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 13.91% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $3,296 | $2,223+48.3% | $3,786-12.9% | $2,342+40.7% |
| Participant deferral / active EE | $6,198 | $3,297+88.0% | $4,482+38.3% | $3,332+86.0% |
| Admin fee / account holder | $6,619 | $5,065+30.7% | $8,020-17.5% | $4,645+42.5% |