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 | $103,573 | $77,899+33.0% | $149,673-30.8% | $75,163+37.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.52% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $6,729 | $3,137+114.5% | $4,818+39.7% | $2,670+152.0% |
| Participant deferral / active EE | $6,874 | $3,411+101.5% | $5,680+21.0% | $4,125+66.6% |
| Admin fee / account holder | $3,708 | $5,956-37.7% | $13,210-71.9% | $5,651-34.4% |