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 | $98,923 | $125,758-21.3% | $169,993-41.8% | $75,163+31.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 22.06% | 27.20%-5.1pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $6,468 | $4,615+40.2% | $6,785-4.7% | $2,670+142.3% |
| Participant deferral / active EE | $11,300 | $6,837+65.3% | $10,408+8.6% | $4,125+173.9% |
| Admin fee / account holder | $906 | $8,173-88.9% | $12,815-92.9% | $5,651-84.0% |