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 | $106,865 | $87,013+22.8% | $106,213+0.6% | $80,856+32.2% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.3%+6.5pp | 67.6%+14.2pp |
| Annual return | 14.73% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $809 | $2,395-66.2% | $3,171-74.5% | $2,755-70.6% |
| Participant deferral / active EE | $5,930 | $3,986+48.8% | $5,016+18.2% | $4,296+38.1% |
| Admin fee / account holder | $1,392 | $8,431-83.5% | $11,033-87.4% | $6,918-79.9% |