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 | $118,074 | $65,041+81.5% | $90,951+29.8% | $79,858+47.9% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.0%+11.6pp | 69.6%+11.0pp |
| Annual return | 21.37% | 30.45%-9.1pp | 134.60%-113.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,494 | $1,247+19.8% | $2,122-29.6% | $2,471-39.5% |
| Participant deferral / active EE | $4,936 | $2,512+96.5% | $3,373+46.3% | $3,740+32.0% |
| Admin fee / account holder | $16,161 | $4,536+256.3% | $5,959+171.2% | $5,306+204.6% |