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 | $98,648 | $64,839+52.1% | $95,585+3.2% | $84,808+16.3% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.3%+22.0pp |
| Annual return | 18.74% | -670.96%+689.7pp | 38.56%-19.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,071 | $1,759+245.2% | $2,527+140.3% | $2,631+130.7% |
| Participant deferral / active EE | $8,967 | $2,965+202.5% | $4,023+122.9% | $4,212+112.9% |
| Admin fee / account holder | $9,324 | $5,964+56.3% | $6,127+52.2% | $7,344+27.0% |