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 | $117,398 | $52,903+121.9% | $73,307+60.1% | $59,632+96.9% |
| Participation rate | 85.2% | 68.2%+17.0pp | 74.9%+10.3pp | 68.7%+16.5pp |
| Annual return | 1.24% | 12.20%-11.0pp | 5.67%-4.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $3,703 | $1,909+94.0% | $3,237+14.4% | $2,203+68.1% |
| Participant deferral / active EE | $8,484 | $4,069+108.5% | $4,991+70.0% | $3,192+165.8% |
| Admin fee / account holder | $2,893 | $3,834-24.5% | $5,637-48.7% | $4,297-32.7% |