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 | $99,706 | $93,571+6.6% | $135,903-26.6% | $75,163+32.7% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 17.18% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $6,458 | $3,537+82.6% | $4,856+33.0% | $2,670+141.9% |
| Participant deferral / active EE | $9,891 | $6,404+54.5% | $7,758+27.5% | $4,125+139.8% |
| Admin fee / account holder | $16,625 | $6,975+138.3% | $10,762+54.5% | $5,651+194.2% |