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 | $104,059 | $77,899+33.6% | $149,673-30.5% | $75,163+38.4% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 15.43% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $6,705 | $3,137+113.7% | $4,818+39.2% | $2,670+151.1% |
| Participant deferral / active EE | $5,009 | $3,411+46.9% | $5,680-11.8% | $4,125+21.4% |
| Admin fee / account holder | $6,017 | $5,956+1.0% | $13,210-54.4% | $5,651+6.5% |