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 | $107,005 | $91,190+17.3% | $178,490-40.0% | $79,858+34.0% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 15.56% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,557 | $3,256+101.4% | $5,011+30.9% | $2,471+165.4% |
| Participant deferral / active EE | $5,474 | $3,236+69.2% | $5,202+5.2% | $3,740+46.4% |
| Admin fee / account holder | $7,507 | $6,751+11.2% | $13,984-46.3% | $5,306+41.5% |