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 | $109,433 | $89,753+21.9% | $107,525+1.8% | $84,808+29.0% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 13.48% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,446 | $3,113-21.4% | $3,754-34.8% | $2,631-7.0% |
| Participant deferral / active EE | $5,257 | $4,056+29.6% | $5,116+2.8% | $4,212+24.8% |
| Admin fee / account holder | $3,852 | $7,222-46.7% | $8,919-56.8% | $7,344-47.5% |