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 | $107,517 | $58,512+83.8% | $84,015+28.0% | $72,985+47.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.04% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,007 | $1,163+244.6% | $1,983+102.0% | $2,440+64.2% |
| Participant deferral / active EE | $5,359 | $2,394+123.9% | $3,239+65.5% | $3,607+48.6% |
| Admin fee / account holder | $5,949 | $4,569+30.2% | $6,101-2.5% | $5,124+16.1% |