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 | $112,722 | $78,672+43.3% | $109,143+3.3% | $85,850+31.3% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 17.13% | 25.09%-8.0pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,041 | $2,735-61.9% | $3,722-72.0% | $2,565-59.4% |
| Participant deferral / active EE | $4,211 | $3,467+21.4% | $4,653-9.5% | $3,952+6.6% |
| Admin fee / account holder | $7,840 | $5,469+43.3% | $6,752+16.1% | $6,260+25.2% |