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 | $108,576 | $65,041+66.9% | $90,951+19.4% | $79,858+36.0% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.0%+16.4pp | 69.6%+15.8pp |
| Annual return | 10.18% | 30.45%-20.3pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,604 | $1,247+108.8% | $2,122+22.7% | $2,471+5.4% |
| Participant deferral / active EE | $6,350 | $2,512+152.8% | $3,373+88.3% | $3,740+69.8% |
| Admin fee / account holder | $4,095 | $4,536-9.7% | $5,959-31.3% | $5,306-22.8% |