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 | $118,125 | $81,460+45.0% | $103,333+14.3% | $80,856+46.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,404 | $3,105+106.2% | $3,868+65.6% | $2,755+132.5% |
| Participant deferral / active EE | $4,722 | $3,869+22.1% | $5,057-6.6% | $4,296+9.9% |
| Admin fee / account holder | $2,041 | $6,566-68.9% | $8,355-75.6% | $6,918-70.5% |