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 | $107,594 | $43,723+146.1% | $121,196-11.2% | $64,186+67.6% |
| Participation rate | 98.2% | 58.3%+39.9pp | 71.7%+26.4pp | 69.6%+28.6pp |
| Annual return | 10.85% | 68.91%-58.1pp | 16.93%-6.1pp | 7.63%+3.2pp |
| Employer contribution / active EE | $274 | $1,296-78.9% | $4,022-93.2% | $2,381-88.5% |
| Participant deferral / active EE | $3,941 | $2,280+72.9% | $3,344+17.8% | $3,470+13.6% |
| Admin fee / account holder | $3,042 | $3,501-13.1% | $5,019-39.4% | $4,888-37.8% |