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 | $105,978 | $60,892+74.0% | $82,389+28.6% | $84,808+25.0% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 16.25% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,742 | $1,779-2.1% | $2,517-30.8% | $2,631-33.8% |
| Participant deferral / active EE | $5,596 | $3,179+76.1% | $4,155+34.7% | $4,212+32.9% |
| Admin fee / account holder | $13,613 | $5,467+149.0% | $7,231+88.3% | $7,344+85.4% |