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 | $104,133 | $54,705+90.4% | $71,209+46.2% | $84,808+22.8% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 24.63% | 35.90%-11.3pp | 282.51%-257.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $4,962 | $2,158+130.0% | $2,721+82.4% | $2,631+88.6% |
| Participant deferral / active EE | $8,885 | $3,030+193.2% | $4,175+112.8% | $4,212+111.0% |
| Admin fee / account holder | $3,738 | $4,863-23.1% | $5,349-30.1% | $7,344-49.1% |