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 | $105,570 | $101,724+3.8% | $164,813-35.9% | $80,856+30.6% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.7pp |
| Annual return | 16.35% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $8,194 | $2,953+177.4% | $4,341+88.8% | $2,755+197.4% |
| Participant deferral / active EE | $7,367 | $4,477+64.5% | $6,031+22.1% | $4,296+71.5% |
| Admin fee / account holder | $6,769 | $8,227-17.7% | $12,690-46.7% | $6,918-2.2% |