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 | $117,304 | $65,365+79.5% | $92,893+26.3% | $72,985+60.7% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 18.49% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,096 | $2,594+19.4% | $3,653-15.2% | $2,440+26.9% |
| Participant deferral / active EE | $5,147 | $3,128+64.5% | $4,236+21.5% | $3,607+42.7% |
| Admin fee / account holder | $2,390 | $4,251-43.8% | $5,794-58.8% | $5,124-53.4% |