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 | $102,620 | $86,286+18.9% | $111,297-7.8% | $85,850+19.5% |
| Participation rate | 94.3% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 15.46% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,152 | $2,043+103.2% | $2,731+52.0% | $2,565+61.9% |
| Participant deferral / active EE | $3,282 | $3,641-9.9% | $4,487-26.9% | $3,952-17.0% |
| Admin fee / account holder | $15,068 | $8,188+84.0% | $7,964+89.2% | $6,260+140.7% |