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 | $106,260 | $80,717+31.6% | $154,803-31.4% | $84,808+25.3% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,960 | $2,761+7.2% | $4,305-31.3% | $2,631+12.5% |
| Participant deferral / active EE | $7,676 | $3,303+132.4% | $5,540+38.5% | $4,212+82.3% |
| Admin fee / account holder | $3,627 | $6,746-46.2% | $14,329-74.7% | $7,344-50.6% |