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 6-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 | $100,670 | $100,326+0.3% | $180,183-44.1% | $84,808+18.7% |
| Participation rate | 84.9% | 71.0%+13.9pp | 77.4%+7.5pp | 68.3%+16.6pp |
| Annual return | 19.69% | 17.86%+1.8pp | 27.86%-8.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $7,178 | $3,269+119.6% | $5,039+42.4% | $2,631+172.8% |
| Participant deferral / active EE | $10,608 | $5,066+109.4% | $6,822+55.5% | $4,212+151.9% |
| Admin fee / account holder | $4,780 | $9,674-50.6% | $19,975-76.1% | $7,344-34.9% |