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 | $104,521 | $73,933+41.4% | $96,683+8.1% | $75,163+39.1% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 18.08% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $10,252 | $2,928+250.2% | $3,737+174.4% | $2,670+284.0% |
| Participant deferral / active EE | $10,231 | $3,659+179.6% | $4,878+109.7% | $4,125+148.0% |
| Admin fee / account holder | $6,882 | $5,216+31.9% | $6,730+2.3% | $5,651+21.8% |