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 | $120,480 | $91,552+31.6% | $133,956-10.1% | $79,858+50.9% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 13.34% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,644 | $2,384+52.9% | $3,919-7.0% | $2,471+47.5% |
| Participant deferral / active EE | $2,659 | $3,733-28.8% | $5,048-47.3% | $3,740-28.9% |
| Admin fee / account holder | $2,594 | $6,321-59.0% | $8,927-70.9% | $5,306-51.1% |