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 | $94,120 | $81,248+15.8% | $155,509-39.5% | $80,856+16.4% |
| Participation rate | 86.8% | 66.2%+20.6pp | 78.2%+8.6pp | 67.6%+19.2pp |
| Annual return | 14.67% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,248 | $3,100-27.5% | $4,672-51.9% | $2,755-18.4% |
| Participant deferral / active EE | $4,378 | $3,452+26.8% | $5,626-22.2% | $4,296+1.9% |
| Admin fee / account holder | $1,666 | $7,997-79.2% | $15,912-89.5% | $6,918-75.9% |