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 | $104,368 | $71,050+46.9% | $93,606+11.5% | $80,856+29.1% |
| Participation rate | 98.0% | 60.4%+37.6pp | 68.7%+29.3pp | 67.6%+30.4pp |
| Annual return | 15.63% | 11.26%+4.4pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,708 | $1,564+9.2% | $2,420-29.4% | $2,755-38.0% |
| Participant deferral / active EE | $3,921 | $4,034-2.8% | $4,411-11.1% | $4,296-8.7% |
| Admin fee / account holder | $3,598 | $6,945-48.2% | $8,285-56.6% | $6,918-48.0% |