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 | $132,108 | $98,750+33.8% | $149,696-11.7% | $79,858+65.4% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 18.81% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,791 | $3,216+17.9% | $4,644-18.4% | $2,471+53.4% |
| Participant deferral / active EE | $9,043 | $5,680+59.2% | $6,842+32.2% | $3,740+141.8% |
| Admin fee / account holder | $841 | $6,053-86.1% | $9,309-91.0% | $5,306-84.1% |