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 | $99,188 | $86,286+15.0% | $111,297-10.9% | $85,850+15.5% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,510 | $2,043-26.1% | $2,731-44.7% | $2,565-41.2% |
| Participant deferral / active EE | $2,486 | $3,641-31.7% | $4,487-44.6% | $3,952-37.1% |
| Admin fee / account holder | $650 | $8,188-92.1% | $7,964-91.8% | $6,260-89.6% |