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 | $118,112 | $85,202+38.6% | $172,739-31.6% | $72,985+61.8% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 22.78% | 27.32%-4.5pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $5,717 | $3,324+72.0% | $5,143+11.2% | $2,440+134.3% |
| Participant deferral / active EE | $4,137 | $3,260+26.9% | $5,198-20.4% | $3,607+14.7% |
| Admin fee / account holder | $5,468 | $5,884-7.1% | $13,954-60.8% | $5,124+6.7% |