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 | $101,792 | $72,277+40.8% | $101,248+0.5% | $79,858+27.5% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.8%+22.7pp | 69.6%+28.9pp |
| Annual return | 13.14% | 22.30%-9.2pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,355 | $2,692-49.7% | $3,660-63.0% | $2,471-45.2% |
| Participant deferral / active EE | $5,820 | $3,282+77.3% | $4,370+33.2% | $3,740+55.6% |
| Admin fee / account holder | $4,261 | $4,400-3.2% | $5,945-28.3% | $5,306-19.7% |