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 | $98,227 | $54,762+79.4% | $90,281+8.8% | $72,985+34.6% |
| Participation rate | 93.9% | 65.1%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 21.04% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $4,160 | $2,092+98.8% | $2,854+45.7% | $2,440+70.5% |
| Participant deferral / active EE | $3,867 | $2,887+33.9% | $3,885-0.5% | $3,607+7.2% |
| Admin fee / account holder | $1,878 | $3,972-52.7% | $5,351-64.9% | $5,124-63.3% |