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 | $105,421 | $127,065-17.0% | $113,168-6.8% | $142,382-26.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 17.99% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,682 | $3,442+36.0% | $2,975+57.4% | $4,299+8.9% |
| Participant deferral / active EE | $9,058 | $5,716+58.5% | $5,107+77.4% | $6,507+39.2% |
| Admin fee / account holder | $20,828 | $15,736+32.4% | $12,068+72.6% | $12,624+65.0% |