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 | $101,800 | $106,515-4.4% | $96,683+5.3% | $139,434-27.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 19.83% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $5,369 | $4,103+30.9% | $3,737+43.7% | $4,751+13.0% |
| Participant deferral / active EE | $11,025 | $5,454+102.2% | $4,878+126.0% | $6,710+64.3% |
| Admin fee / account holder | $792 | $7,877-89.9% | $6,730-88.2% | $11,403-93.1% |