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 | $108,120 | $85,766+26.1% | $136,294-20.7% | $70,131+54.2% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 24.35% | 31.45%-7.1pp | 5155.94%-5131.6pp | 73.14%-48.8pp |
| Employer contribution / active EE | $554 | $2,966-81.3% | $4,695-88.2% | $2,342-76.4% |
| Participant deferral / active EE | $4,096 | $5,051-18.9% | $6,247-34.4% | $3,332+22.9% |
| Admin fee / account holder | $7,654 | $5,420+41.2% | $9,243-17.2% | $4,645+64.8% |