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 | $105,628 | $98,750+7.0% | $149,696-29.4% | $79,858+32.3% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $729 | $3,216-77.4% | $4,644-84.3% | $2,471-70.5% |
| Participant deferral / active EE | $6,601 | $5,680+16.2% | $6,842-3.5% | $3,740+76.5% |
| Admin fee / account holder | $2,443 | $6,053-59.6% | $9,309-73.8% | $5,306-54.0% |