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 | $120,075 | $86,929+38.1% | $102,423+17.2% | $80,856+48.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 28.07% | 18.88%+9.2pp | 29.32%-1.2pp | 35.59%-7.5pp |
| Employer contribution / active EE | $5,114 | $2,369+115.9% | $3,023+69.2% | $2,755+85.7% |
| Participant deferral / active EE | $6,169 | $4,118+49.8% | $5,053+22.1% | $4,296+43.6% |
| Admin fee / account holder | $2,214 | $8,049-72.5% | $9,451-76.6% | $6,918-68.0% |