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 | $105,808 | $179,726-41.1% | $156,263-32.3% | $142,382-25.7% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 14.82% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,158 | $5,069+80.7% | $4,333+111.4% | $4,299+113.0% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $839 | $17,272-95.1% | $14,255-94.1% | $12,624-93.4% |