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 | $99,568 | $58,512+70.2% | $84,015+18.5% | $72,985+36.4% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.3pp |
| Annual return | 17.84% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,308 | $1,163+98.5% | $1,983+16.4% | $2,440-5.4% |
| Participant deferral / active EE | $5,270 | $2,394+120.1% | $3,239+62.7% | $3,607+46.1% |
| Admin fee / account holder | $6,159 | $4,569+34.8% | $6,101+1.0% | $5,124+20.2% |