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 | $108,027 | $100,923+7.0% | $150,045-28.0% | $74,304+45.4% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.3%+7.2pp | 60.3%+29.2pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,577 | $3,463+3.3% | $4,693-23.8% | $2,241+59.6% |
| Participant deferral / active EE | $10,137 | $6,709+51.1% | $7,997+26.8% | $3,767+169.1% |
| Admin fee / account holder | $5,760 | $2,767+108.2% | $13,435-57.1% | $2,969+94.0% |