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 | $114,427 | $85,766+33.4% | $136,294-16.0% | $70,131+63.2% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 16.23% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,351 | $2,966-54.4% | $4,695-71.2% | $2,342-42.3% |
| Participant deferral / active EE | $6,012 | $5,051+19.0% | $6,247-3.8% | $3,332+80.4% |
| Admin fee / account holder | $1,687 | $5,420-68.9% | $9,243-81.8% | $4,645-63.7% |