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 | $104,912 | $78,422+33.8% | $95,952+9.3% | $79,858+31.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.67% | 19.37%+6.3pp | 91.61%-65.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $760 | $1,945-60.9% | $2,541-70.1% | $2,471-69.2% |
| Participant deferral / active EE | $2,712 | $3,440-21.2% | $4,167-34.9% | $3,740-27.5% |
| Admin fee / account holder | $8,350 | $5,622+48.5% | $6,795+22.9% | $5,306+57.4% |