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 | $127,539 | $89,355+42.7% | $141,162-9.7% | $72,985+74.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 26.20% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $5,051 | $3,114+62.2% | $4,735+6.7% | $2,440+107.0% |
| Participant deferral / active EE | $5,104 | $5,418-5.8% | $6,709-23.9% | $3,607+41.5% |
| Admin fee / account holder | $15,396 | $5,958+158.4% | $10,261+50.0% | $5,124+200.4% |