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 | $104,445 | $101,724+2.7% | $164,813-36.6% | $80,856+29.2% |
| Participation rate | 96.1% | 71.8%+24.2pp | 78.6%+17.5pp | 67.6%+28.4pp |
| Annual return | 13.39% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,271 | $2,953+112.3% | $4,341+44.5% | $2,755+127.6% |
| Participant deferral / active EE | $8,449 | $4,477+88.7% | $6,031+40.1% | $4,296+96.7% |
| Admin fee / account holder | $12,821 | $8,227+55.8% | $12,690+1.0% | $6,918+85.3% |