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 | $107,264 | $54,705+96.1% | $71,209+50.6% | $84,808+26.5% |
| Participation rate | 97.7% | 64.1%+33.6pp | 73.8%+23.9pp | 68.3%+29.4pp |
| Annual return | 14.61% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,234 | $2,158+49.9% | $2,721+18.9% | $2,631+22.9% |
| Participant deferral / active EE | $1,710 | $3,030-43.6% | $4,175-59.1% | $4,212-59.4% |
| Admin fee / account holder | $6,109 | $4,863+25.6% | $5,349+14.2% | $7,344-16.8% |