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 | $119,555 | $99,341+20.3% | $84,750+41.1% | $273,961-56.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.83% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,274 | $4,214-69.8% | $3,574-64.4% | $4,869-73.8% |
| Participant deferral / active EE | $5,033 | $4,269+17.9% | $3,712+35.6% | $5,287-4.8% |
| Admin fee / account holder | $12,715 | $6,644+91.4% | $5,332+138.5% | $10,132+25.5% |