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 | $109,840 | $71,050+54.6% | $93,606+17.3% | $80,856+35.8% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,478 | $1,564+122.4% | $2,420+43.7% | $2,755+26.3% |
| Participant deferral / active EE | $6,414 | $4,034+59.0% | $4,411+45.4% | $4,296+49.3% |
| Admin fee / account holder | $4,034 | $6,945-41.9% | $8,285-51.3% | $6,918-41.7% |