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 | $103,610 | $60,022+72.6% | $88,946+16.5% | $84,808+22.2% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 26.09% | 22.43%+3.7pp | 57.82%-31.7pp | 40.90%-14.8pp |
| Employer contribution / active EE | $3,192 | $1,703+87.5% | $2,555+25.0% | $2,631+21.3% |
| Participant deferral / active EE | $8,429 | $3,114+170.7% | $4,581+84.0% | $4,212+100.1% |
| Admin fee / account holder | $2,641 | $4,811-45.1% | $8,261-68.0% | $7,344-64.0% |