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 | $86,801 | $77,899+11.4% | $149,673-42.0% | $75,163+15.5% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 18.72% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,626 | $3,137+47.4% | $4,818-4.0% | $2,670+73.3% |
| Participant deferral / active EE | $6,871 | $3,411+101.4% | $5,680+21.0% | $4,125+66.6% |
| Admin fee / account holder | $11,512 | $5,956+93.3% | $13,210-12.9% | $5,651+103.7% |