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 | $104,742 | $86,286+21.4% | $111,297-5.9% | $85,850+22.0% |
| Participation rate | 82.4% | 73.3%+9.0pp | 77.3%+5.0pp | 69.3%+13.0pp |
| Annual return | 16.43% | 19.99%-3.6pp | 54.65%-38.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,995 | $2,043-2.4% | $2,731-27.0% | $2,565-22.2% |
| Participant deferral / active EE | $3,888 | $3,641+6.8% | $4,487-13.4% | $3,952-1.6% |
| Admin fee / account holder | $4,641 | $8,188-43.3% | $7,964-41.7% | $6,260-25.9% |