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 | $96,617 | $89,753+7.6% | $107,525-10.1% | $84,808+13.9% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,179 | $3,113+130.6% | $3,754+91.2% | $2,631+172.8% |
| Participant deferral / active EE | $3,607 | $4,056-11.1% | $5,116-29.5% | $4,212-14.4% |
| Admin fee / account holder | $1,107 | $7,222-84.7% | $8,919-87.6% | $7,344-84.9% |