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 | $123,767 | $89,355+38.5% | $141,162-12.3% | $72,985+69.6% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 23.93% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,043 | $3,114-2.3% | $4,735-35.7% | $2,440+24.7% |
| Participant deferral / active EE | $7,554 | $5,418+39.4% | $6,709+12.6% | $3,607+109.4% |
| Admin fee / account holder | $6,922 | $5,958+16.2% | $10,261-32.5% | $5,124+35.1% |