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 | $118,980 | $85,766+38.7% | $136,294-12.7% | $70,131+69.7% |
| Participation rate | 75.4% | 74.2%+1.3pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 17.80% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,287 | $2,966+78.2% | $4,695+12.6% | $2,342+125.7% |
| Participant deferral / active EE | $4,548 | $5,051-10.0% | $6,247-27.2% | $3,332+36.5% |
| Admin fee / account holder | $4,893 | $5,420-9.7% | $9,243-47.1% | $4,645+5.3% |