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 | $107,149 | $99,985+7.2% | $146,665-26.9% | $85,850+24.8% |
| Participation rate | 97.1% | 73.1%+24.1pp | 80.1%+17.1pp | 69.3%+27.8pp |
| Annual return | 14.08% | 18.93%-4.8pp | 22.74%-8.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,059 | $2,559+19.5% | $4,136-26.1% | $2,565+19.2% |
| Participant deferral / active EE | $5,642 | $4,006+40.8% | $5,506+2.5% | $3,952+42.8% |
| Admin fee / account holder | $3,012 | $7,702-60.9% | $10,280-70.7% | $6,260-51.9% |