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 | $101,093 | $64,348+57.1% | $90,160+12.1% | $70,131+44.1% |
| Participation rate | 96.4% | 70.4%+26.0pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 21.59% | 28.13%-6.5pp | 34.88%-13.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,038 | $2,046-49.3% | $3,318-68.7% | $2,342-55.7% |
| Participant deferral / active EE | $6,060 | $4,389+38.1% | $5,288+14.6% | $3,332+81.9% |
| Admin fee / account holder | $5,798 | $3,944+47.0% | $5,943-2.4% | $4,645+24.8% |