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 | $105,861 | $78,422+35.0% | $95,952+10.3% | $79,858+32.6% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 18.27% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $881 | $1,945-54.7% | $2,541-65.3% | $2,471-64.3% |
| Participant deferral / active EE | $5,239 | $3,440+52.3% | $4,167+25.7% | $3,740+40.1% |
| Admin fee / account holder | $2,011 | $5,622-64.2% | $6,795-70.4% | $5,306-62.1% |