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 9-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 | $104,238 | $68,547+52.1% | $120,354-13.4% | $80,856+28.9% |
| Participation rate | 80.4% | 61.6%+18.8pp | 71.9%+8.5pp | 67.6%+12.8pp |
| Annual return | 11.39% | 23.60%-12.2pp | 107.15%-95.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,356 | $2,051+14.8% | $3,463-32.0% | $2,755-14.5% |
| Participant deferral / active EE | $5,813 | $3,173+83.2% | $4,991+16.5% | $4,296+35.3% |
| Admin fee / account holder | $6,503 | $5,732+13.4% | $9,423-31.0% | $6,918-6.0% |