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 | $99,390 | $78,422+26.7% | $95,952+3.6% | $79,858+24.5% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 35.97% | 19.37%+16.6pp | 91.61%-55.6pp | 31.71%+4.3pp |
| Employer contribution / active EE | $584 | $1,945-70.0% | $2,541-77.0% | $2,471-76.3% |
| Participant deferral / active EE | $2,773 | $3,440-19.4% | $4,167-33.4% | $3,740-25.9% |
| Admin fee / account holder | $2,260 | $5,622-59.8% | $6,795-66.7% | $5,306-57.4% |