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 | $101,645 | $76,367+33.1% | $93,606+8.6% | $72,985+39.3% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 46.22% | 25.82%+20.4pp | 32.76%+13.5pp | 81.00%-34.8pp |
| Employer contribution / active EE | $3,096 | $2,275+36.1% | $2,718+13.9% | $2,440+26.9% |
| Participant deferral / active EE | $8,041 | $3,538+127.3% | $4,069+97.6% | $3,607+122.9% |
| Admin fee / account holder | $1,308 | $6,838-80.9% | $7,888-83.4% | $5,124-74.5% |