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 | $108,427 | $81,248+33.5% | $155,509-30.3% | $80,856+34.1% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 13.89% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,865 | $3,100+153.7% | $4,672+68.3% | $2,755+185.5% |
| Participant deferral / active EE | $5,443 | $3,452+57.7% | $5,626-3.2% | $4,296+26.7% |
| Admin fee / account holder | $1,491 | $7,997-81.4% | $15,912-90.6% | $6,918-78.4% |