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 | $102,904 | $107,452-4.2% | $91,541+12.4% | $142,382-27.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 10.03% | 22.06%-12.0pp | 20.50%-10.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,220 | $2,994+74.4% | $2,505+108.4% | $4,299+21.4% |
| Participant deferral / active EE | $8,325 | $4,754+75.1% | $4,008+107.7% | $6,507+27.9% |
| Admin fee / account holder | $16,592 | $8,834+87.8% | $6,956+138.5% | $12,624+31.4% |