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 | $97,951 | $87,013+12.6% | $106,213-7.8% | $80,856+21.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.6%+24.7pp |
| Annual return | 16.29% | 17.05%-0.8pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,467 | $2,395+3.0% | $3,171-22.2% | $2,755-10.5% |
| Participant deferral / active EE | $5,897 | $3,986+47.9% | $5,016+17.6% | $4,296+37.3% |
| Admin fee / account holder | $5,501 | $8,431-34.8% | $11,033-50.1% | $6,918-20.5% |