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 | $94,401 | $78,422+20.4% | $95,952-1.6% | $79,858+18.2% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 19.31% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,162 | $1,945+11.2% | $2,541-14.9% | $2,471-12.5% |
| Participant deferral / active EE | $2,494 | $3,440-27.5% | $4,167-40.2% | $3,740-33.3% |
| Admin fee / account holder | $9,643 | $5,622+71.5% | $6,795+41.9% | $5,306+81.7% |