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 | $128,324 | $115,708+10.9% | $65,255+96.6% | $139,434-8.0% |
| Participation rate | 93.8% | 67.8%+25.9pp | 65.0%+28.8pp | 80.3%+13.4pp |
| Annual return | 13.65% | 31.19%-17.5pp | 47.35%-33.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $11,812 | $2,599+354.4% | $1,691+598.4% | $4,751+148.6% |
| Participant deferral / active EE | $14,734 | $4,240+247.5% | $2,831+420.5% | $6,710+119.6% |
| Admin fee / account holder | $2,405 | $6,698-64.1% | $4,112-41.5% | $11,403-78.9% |