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 | $109,622 | $87,540+25.2% | $75,781+44.7% | $125,391-12.6% |
| Participation rate | 95.2% | 80.2%+15.1pp | 75.8%+19.4pp | 83.2%+12.0pp |
| Annual return | 6.29% | 13.48%-7.2pp | 9.68%-3.4pp | 282.22%-275.9pp |
| Employer contribution / active EE | $1,510 | $3,930-61.6% | $3,323-54.5% | $4,866-69.0% |
| Participant deferral / active EE | $3,337 | $4,229-21.1% | $3,651-8.6% | $5,352-37.7% |
| Admin fee / account holder | $6,908 | $6,502+6.2% | $5,299+30.4% | $9,540-27.6% |