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 | $118,010 | $61,660+91.4% | $80,019+47.5% | $64,186+83.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.55% | -0.33%+10.9pp | 11.22%-0.7pp | 7.63%+2.9pp |
| Employer contribution / active EE | $6,469 | $1,810+257.3% | $2,468+162.1% | $2,381+171.7% |
| Participant deferral / active EE | $3,269 | $2,968+10.2% | $3,686-11.3% | $3,470-5.8% |
| Admin fee / account holder | $11,575 | $5,417+113.7% | $6,521+77.5% | $4,888+136.8% |