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 | $119,064 | $105,931+12.4% | $81,930+45.3% | $158,922-25.1% |
| Participation rate | 95.5% | 75.6%+19.8pp | 72.0%+23.5pp | 82.0%+13.5pp |
| Annual return | 31.33% | 38.17%-6.8pp | 29.49%+1.8pp | 302.83%-271.5pp |
| Employer contribution / active EE | $5,616 | $7,800-28.0% | $4,310+30.3% | $4,761+18.0% |
| Participant deferral / active EE | $3,243 | $13,003-75.1% | $7,107-54.4% | $5,982-45.8% |
| Admin fee / account holder | $1,723 | $8,489-79.7% | $5,158-66.6% | $11,246-84.7% |