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 | $118,991 | $51,576+130.7% | $129,207-7.9% | $80,856+47.2% |
| Participation rate | 77.8% | 57.0%+20.8pp | 69.6%+8.2pp | 67.6%+10.1pp |
| Annual return | 12.17% | 20.81%-8.6pp | 9417.33%-9405.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $11,024 | $1,584+596.0% | $4,153+165.4% | $2,755+300.2% |
| Participant deferral / active EE | $7,716 | $2,669+189.1% | $4,168+85.1% | $4,296+79.6% |
| Admin fee / account holder | $3,341 | $4,305-22.4% | $7,715-56.7% | $6,918-51.7% |