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 | $103,917 | $81,248+27.9% | $155,509-33.2% | $80,856+28.5% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,673 | $3,100+50.7% | $4,6720% | $2,755+69.6% |
| Participant deferral / active EE | $7,149 | $3,452+107.1% | $5,626+27.1% | $4,296+66.4% |
| Admin fee / account holder | $683 | $7,997-91.5% | $15,912-95.7% | $6,918-90.1% |