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 | $115,781 | $87,013+33.1% | $106,213+9.0% | $80,856+43.2% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.6%+29.9pp |
| Annual return | 11.30% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,141 | $3,986+54.1% | $5,016+22.4% | $4,296+43.0% |
| Admin fee / account holder | $2,153 | $8,431-74.5% | $11,033-80.5% | $6,918-68.9% |