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 | $104,862 | $78,422+33.7% | $95,952+9.3% | $79,858+31.3% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 16.59% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,897 | $1,945+49.0% | $2,541+14.0% | $2,471+17.3% |
| Participant deferral / active EE | $5,511 | $3,440+60.2% | $4,167+32.2% | $3,740+47.3% |
| Admin fee / account holder | $2,065 | $5,622-63.3% | $6,795-69.6% | $5,306-61.1% |