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 | $106,905 | $76,367+40.0% | $93,606+14.2% | $72,985+46.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.91% | 25.82%-5.9pp | 32.76%-12.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $6,082 | $2,275+167.3% | $2,718+123.8% | $2,440+149.3% |
| Participant deferral / active EE | $4,711 | $3,538+33.1% | $4,069+15.8% | $3,607+30.6% |
| Admin fee / account holder | $18,768 | $6,838+174.5% | $7,888+137.9% | $5,124+266.3% |