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 | $107,706 | $45,035+139.2% | $62,995+71.0% | $70,131+53.6% |
| Participation rate | 95.5% | 69.5%+25.9pp | 74.8%+20.6pp | 69.5%+25.9pp |
| Annual return | 11.96% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,990 | $2,051+94.5% | $2,759+44.6% | $2,342+70.3% |
| Participant deferral / active EE | $2,887 | $2,465+17.1% | $3,329-13.3% | $3,332-13.4% |
| Admin fee / account holder | $4,350 | $2,834+53.5% | $3,600+20.8% | $4,645-6.4% |