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 | $102,188 | $65,365+56.3% | $92,893+10.0% | $72,985+40.0% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 23.27% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,407 | $2,594-45.7% | $3,653-61.5% | $2,440-42.3% |
| Participant deferral / active EE | $4,872 | $3,128+55.7% | $4,236+15.0% | $3,607+35.1% |
| Admin fee / account holder | $2,749 | $4,251-35.3% | $5,794-52.6% | $5,124-46.4% |