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 | $109,292 | $78,672+38.9% | $109,143+0.1% | $85,850+27.3% |
| Participation rate | 80.8% | 68.3%+12.5pp | 75.9%+4.9pp | 69.3%+11.5pp |
| Annual return | 12.13% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,892 | $2,735+5.8% | $3,722-22.3% | $2,565+12.8% |
| Participant deferral / active EE | $4,747 | $3,467+36.9% | $4,653+2.0% | $3,952+20.1% |
| Admin fee / account holder | $20,660 | $5,469+277.7% | $6,752+206.0% | $6,260+230.0% |