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 | $105,389 | $107,452-1.9% | $91,541+15.1% | $142,382-26.0% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 10.19% | 22.06%-11.9pp | 20.50%-10.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,556 | $2,994-14.6% | $2,505+2.1% | $4,299-40.5% |
| Participant deferral / active EE | $8,000 | $4,754+68.3% | $4,008+99.6% | $6,507+22.9% |
| Admin fee / account holder | $32,740 | $8,834+270.6% | $6,956+370.6% | $12,624+159.4% |