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 | $112,880 | $96,484+17.0% | $75,886+48.7% | $152,861-26.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 17.67% | 33.98%-16.3pp | 30.76%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,502 | $3,309+5.8% | $2,500+40.1% | $4,762-26.5% |
| Participant deferral / active EE | $3,955 | $4,553-13.1% | $3,603+9.8% | $5,850-32.4% |
| Admin fee / account holder | $16,431 | $8,078+103.4% | $5,418+203.2% | $11,596+41.7% |