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 | $100,119 | $54,705+83.0% | $71,209+40.6% | $84,808+18.1% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 18.33% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,349 | $2,158+55.2% | $2,721+23.1% | $2,631+27.3% |
| Participant deferral / active EE | $7,361 | $3,030+142.9% | $4,175+76.3% | $4,212+74.8% |
| Admin fee / account holder | $4,289 | $4,863-11.8% | $5,349-19.8% | $7,344-41.6% |