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 | $95,426 | $86,286+10.6% | $111,297-14.3% | $85,850+11.2% |
| Participation rate | 91.5% | 73.3%+18.2pp | 77.3%+14.2pp | 69.3%+22.2pp |
| Annual return | 14.89% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,710 | $2,043+32.7% | $2,731-0.8% | $2,565+5.7% |
| Participant deferral / active EE | $5,878 | $3,641+61.4% | $4,487+31.0% | $3,952+48.7% |
| Admin fee / account holder | $4,864 | $8,188-40.6% | $7,964-38.9% | $6,260-22.3% |