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 | $114,092 | $86,286+32.2% | $111,297+2.5% | $85,850+32.9% |
| Participation rate | 84.1% | 73.3%+10.8pp | 77.3%+6.8pp | 69.3%+14.8pp |
| Annual return | 13.06% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,794 | $2,043-12.2% | $2,731-34.3% | $2,565-30.1% |
| Participant deferral / active EE | $3,826 | $3,641+5.1% | $4,487-14.7% | $3,952-3.2% |
| Admin fee / account holder | $4,157 | $8,188-49.2% | $7,964-47.8% | $6,260-33.6% |