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 | $97,525 | $78,672+24.0% | $109,143-10.6% | $85,850+13.6% |
| Participation rate | 74.1% | 68.3%+5.8pp | 75.9%-1.8pp | 69.3%+4.8pp |
| Annual return | 11.28% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,920 | $2,735+6.8% | $3,722-21.5% | $2,565+13.8% |
| Participant deferral / active EE | $6,589 | $3,467+90.0% | $4,653+41.6% | $3,952+66.7% |
| Admin fee / account holder | $4,976 | $5,469-9.0% | $6,752-26.3% | $6,260-20.5% |