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 | $102,819 | $127,386-19.3% | $115,037-10.6% | $125,391-18.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.51% | 31.28%-29.8pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $12,792 | $5,166+147.6% | $4,608+177.6% | $4,866+162.9% |
| Participant deferral / active EE | $13,710 | $6,423+113.5% | $6,026+127.5% | $5,352+156.2% |
| Admin fee / account holder | $6,971 | $9,516-26.7% | $8,175-14.7% | $9,540-26.9% |