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 7-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 | $106,257 | $54,705+94.2% | $71,209+49.2% | $84,808+25.3% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.4pp |
| Annual return | 17.66% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,662 | $2,158-23.0% | $2,721-38.9% | $2,631-36.8% |
| Participant deferral / active EE | $3,945 | $3,030+30.2% | $4,175-5.5% | $4,212-6.3% |
| Admin fee / account holder | $2,778 | $4,863-42.9% | $5,349-48.1% | $7,344-62.2% |