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 | $105,403 | $78,422+34.4% | $95,952+9.9% | $79,858+32.0% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 20.30% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $694 | $1,945-64.3% | $2,541-72.7% | $2,471-71.9% |
| Participant deferral / active EE | $2,355 | $3,440-31.5% | $4,167-43.5% | $3,740-37.0% |
| Admin fee / account holder | $714 | $5,622-87.3% | $6,795-89.5% | $5,306-86.5% |