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 | $106,762 | $87,013+22.7% | $106,213+0.5% | $80,856+32.0% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 16.11% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,300 | $2,395+163.0% | $3,171+98.7% | $2,755+128.7% |
| Participant deferral / active EE | $10,286 | $3,986+158.1% | $5,016+105.1% | $4,296+139.4% |
| Admin fee / account holder | $638 | $8,431-92.4% | $11,033-94.2% | $6,918-90.8% |