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 | $106,903 | $65,703+62.7% | $94,224+13.5% | $59,632+79.3% |
| Participation rate | 95.6% | 72.1%+23.4pp | 78.8%+16.8pp | 68.7%+26.9pp |
| Annual return | 1.79% | 5.22%-3.4pp | 10.68%-8.9pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $4,741 | $2,021+134.6% | $3,587+32.2% | $2,203+115.2% |
| Participant deferral / active EE | $1,822 | $3,143-42.0% | $4,320-57.8% | $3,192-42.9% |
| Admin fee / account holder | $13,752 | $4,264+222.5% | $6,269+119.4% | $4,297+220.0% |