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 | $112,702 | $91,037+23.8% | $71,671+57.2% | $147,584-23.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 18.21% | 20.48%-2.3pp | 20.65%-2.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $9,968 | $3,327+199.6% | $2,460+305.2% | $4,876+104.4% |
| Participant deferral / active EE | $8,345 | $4,498+85.5% | $3,438+142.7% | $5,439+53.4% |
| Admin fee / account holder | $6,062 | $8,613-29.6% | $5,558+9.1% | $10,885-44.3% |