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 | $102,106 | $109,413-6.7% | $156,263-34.7% | $84,808+20.4% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 16.63% | 20.18%-3.6pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,251 | $2,907+46.3% | $4,333-1.9% | $2,631+61.6% |
| Participant deferral / active EE | $6,353 | $4,590+38.4% | $6,158+3.2% | $4,212+50.8% |
| Admin fee / account holder | $7,595 | $9,357-18.8% | $14,255-46.7% | $7,344+3.4% |