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 | $102,134 | $77,634+31.6% | $156,549-34.8% | $62,891+62.4% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 5.76% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,024 | $3,444-41.2% | $5,501-63.2% | $2,281-11.3% |
| Participant deferral / active EE | $4,577 | $3,045+50.3% | $4,871-6.0% | $3,203+42.9% |
| Admin fee / account holder | $5,434 | $5,561-2.3% | $13,027-58.3% | $4,296+26.5% |