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 | $107,053 | $99,877+7.2% | $84,966+26.0% | $145,922-26.6% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 13.32% | 83.76%-70.4pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,458 | $3,231+38.0% | $2,727+63.5% | $4,660-4.3% |
| Participant deferral / active EE | $10,591 | $5,291+100.2% | $4,519+134.4% | $6,688+58.4% |
| Admin fee / account holder | $15,691 | $7,248+116.5% | $6,149+155.2% | $13,397+17.1% |