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 | $117,741 | $65,365+80.1% | $92,893+26.7% | $72,985+61.3% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 25.91% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $4,344 | $2,594+67.5% | $3,653+18.9% | $2,440+78.0% |
| Participant deferral / active EE | $11,177 | $3,128+257.3% | $4,236+163.8% | $3,607+209.8% |
| Admin fee / account holder | $609 | $4,251-85.7% | $5,794-89.5% | $5,124-88.1% |