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 | $101,411 | $47,848+111.9% | $81,478+24.5% | $70,131+44.6% |
| Participation rate | 83.9% | 58.3%+25.6pp | 68.0%+15.9pp | 69.5%+14.3pp |
| Annual return | 18.76% | 27.25%-8.5pp | 38.78%-20.0pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,037 | $1,527+33.4% | $2,568-20.7% | $2,342-13.0% |
| Participant deferral / active EE | $4,817 | $2,453+96.3% | $3,537+36.2% | $3,332+44.6% |
| Admin fee / account holder | $686 | $3,145-78.2% | $4,561-85.0% | $4,645-85.2% |