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 5-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 | $113,271 | $80,717+40.3% | $154,803-26.8% | $84,808+33.6% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 13.82% | 37.96%-24.1pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,737 | $2,761+71.5% | $4,305+10.0% | $2,631+80.0% |
| Participant deferral / active EE | $7,776 | $3,303+135.4% | $5,540+40.3% | $4,212+84.6% |
| Admin fee / account holder | $5,319 | $6,746-21.1% | $14,329-62.9% | $7,344-27.6% |