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 | $98,921 | $87,540+13.0% | $75,781+30.5% | $125,391-21.1% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | 14.05% | 13.48%+0.6pp | 9.68%+4.4pp | 282.22%-268.2pp |
| Employer contribution / active EE | $1,480 | $3,930-62.3% | $3,323-55.5% | $4,866-69.6% |
| Participant deferral / active EE | $4,665 | $4,229+10.3% | $3,651+27.8% | $5,352-12.8% |
| Admin fee / account holder | $43,348 | $6,502+566.7% | $5,299+718.0% | $9,540+354.4% |