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 | $112,266 | $98,463+14.0% | $119,258-5.9% | $85,850+30.8% |
| Participation rate | 87.9% | 77.6%+10.3pp | 82.7%+5.2pp | 69.3%+18.6pp |
| Annual return | 19.70% | 38.53%-18.8pp | 30.69%-11.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $7,429 | $3,698+100.9% | $4,384+69.4% | $2,565+189.6% |
| Participant deferral / active EE | $13,467 | $4,942+172.5% | $6,111+120.4% | $3,952+240.8% |
| Admin fee / account holder | $2,841 | $7,493-62.1% | $7,226-60.7% | $6,260-54.6% |