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 | $112,055 | $87,013+28.8% | $106,213+5.5% | $80,856+38.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.3%+14.7pp | 67.6%+22.4pp |
| Annual return | 28.21% | 17.05%+11.2pp | 116.14%-87.9pp | 35.59%-7.4pp |
| Employer contribution / active EE | $4,403 | $2,395+83.8% | $3,171+38.8% | $2,755+59.8% |
| Participant deferral / active EE | $17,919 | $3,986+349.6% | $5,016+257.2% | $4,296+317.1% |
| Admin fee / account holder | $32,906 | $8,431+290.3% | $11,033+198.2% | $6,918+375.7% |