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 | $107,762 | $89,355+20.6% | $141,162-23.7% | $72,985+47.6% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 23.10% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,084 | $3,114-1.0% | $4,735-34.9% | $2,440+26.4% |
| Participant deferral / active EE | $8,258 | $5,418+52.4% | $6,709+23.1% | $3,607+128.9% |
| Admin fee / account holder | $1,072 | $5,958-82.0% | $10,261-89.6% | $5,124-79.1% |