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 | $105,687 | $73,933+42.9% | $96,683+9.3% | $75,163+40.6% |
| Participation rate | 82.2% | 66.4%+15.8pp | 74.3%+7.9pp | 67.2%+15.0pp |
| Annual return | 15.23% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $5,019 | $2,928+71.4% | $3,737+34.3% | $2,670+88.0% |
| Participant deferral / active EE | $10,060 | $3,659+175.0% | $4,878+106.2% | $4,125+143.9% |
| Admin fee / account holder | $10,367 | $5,216+98.8% | $6,730+54.1% | $5,651+83.5% |