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 | $102,825 | $78,422+31.1% | $95,952+7.2% | $79,858+28.8% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 13.21% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,195 | $1,945-38.6% | $2,541-53.0% | $2,471-51.6% |
| Participant deferral / active EE | $4,386 | $3,440+27.5% | $4,167+5.3% | $3,740+17.3% |
| Admin fee / account holder | $5,977 | $5,622+6.3% | $6,795-12.0% | $5,306+12.6% |