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 | $132,511 | $95,416+38.9% | $185,823-28.7% | $85,850+54.4% |
| Participation rate | 90.2% | 68.8%+21.5pp | 81.7%+8.5pp | 69.3%+20.9pp |
| Annual return | 15.10% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $9,070 | $3,314+173.7% | $5,167+75.5% | $2,565+253.6% |
| Participant deferral / active EE | $12,008 | $3,423+250.8% | $5,568+115.7% | $3,952+203.9% |
| Admin fee / account holder | $7,559 | $7,213+4.8% | $16,237-53.4% | $6,260+20.8% |