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 | $116,908 | $78,422+49.1% | $95,952+21.8% | $79,858+46.4% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 10.95% | 19.37%-8.4pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,745 | $1,945-10.3% | $2,541-31.3% | $2,471-29.4% |
| Participant deferral / active EE | $3,125 | $3,440-9.2% | $4,167-25.0% | $3,740-16.5% |
| Admin fee / account holder | $4,094 | $5,622-27.2% | $6,795-39.8% | $5,306-22.8% |