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 | $104,166 | $64,324+61.9% | $118,925-12.4% | $79,858+30.4% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.4pp | 69.6%+25.1pp |
| Annual return | 23.45% | 86.45%-63.0pp | 35.88%-12.4pp | 31.71%-8.3pp |
| Employer contribution / active EE | $2,146 | $1,836+16.9% | $3,263-34.2% | $2,471-13.1% |
| Participant deferral / active EE | $3,124 | $2,824+10.6% | $4,265-26.7% | $3,740-16.5% |
| Admin fee / account holder | $3,433 | $4,040-15.0% | $6,581-47.8% | $5,306-35.3% |