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 | $113,771 | $59,839+90.1% | $81,983+38.8% | $79,858+42.5% |
| Participation rate | 92.0% | 61.6%+30.4pp | 69.2%+22.8pp | 69.6%+22.4pp |
| Annual return | 24.89% | 17.56%+7.3pp | 41.31%-16.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $4,416 | $1,713+157.7% | $2,498+76.8% | $2,471+78.7% |
| Participant deferral / active EE | $5,092 | $2,695+88.9% | $3,722+36.8% | $3,740+36.2% |
| Admin fee / account holder | $1,092 | $4,287-74.5% | $5,664-80.7% | $5,306-79.4% |