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 | $99,338 | $81,248+22.3% | $155,509-36.1% | $80,856+22.9% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 13.73% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,626 | $3,100-15.3% | $4,672-43.8% | $2,755-4.7% |
| Participant deferral / active EE | $7,921 | $3,452+129.5% | $5,626+40.8% | $4,296+84.4% |
| Admin fee / account holder | $2,328 | $7,997-70.9% | $15,912-85.4% | $6,918-66.4% |