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 | $111,111 | $86,929+27.8% | $102,423+8.5% | $80,856+37.4% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.6%+19.5pp |
| Annual return | 13.50% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $7,692 | $2,369+224.7% | $3,023+154.4% | $2,755+179.2% |
| Participant deferral / active EE | $5,012 | $4,118+21.7% | $5,053-0.8% | $4,296+16.7% |
| Admin fee / account holder | $2,019 | $8,049-74.9% | $9,451-78.6% | $6,918-70.8% |