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 | $103,557 | $63,764+62.4% | $81,930+26.4% | $79,858+29.7% |
| Participation rate | 88.9% | 67.5%+21.4pp | 72.0%+16.9pp | 69.6%+19.3pp |
| Annual return | 13.45% | 22.66%-9.2pp | 29.49%-16.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,353 | $1,795+142.5% | $4,310+1.0% | $2,471+76.2% |
| Participant deferral / active EE | $1,990 | $2,780-28.4% | $7,107-72.0% | $3,740-46.8% |
| Admin fee / account holder | $9,412 | $4,426+112.6% | $5,158+82.5% | $5,306+77.4% |