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 | $100,715 | $53,018+90.0% | $70,014+43.9% | $62,891+60.1% |
| Participation rate | 94.4% | 67.2%+27.2pp | 71.8%+22.6pp | 69.3%+25.1pp |
| Annual return | 11.52% | 13.35%-1.8pp | 12.99%-1.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,296 | $1,799+138.8% | $2,338+83.7% | $2,281+88.3% |
| Participant deferral / active EE | $8,738 | $2,395+264.8% | $2,931+198.2% | $3,203+172.8% |
| Admin fee / account holder | $1,810 | $3,690-50.9% | $4,380-58.7% | $4,296-57.9% |