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 | $111,987 | $63,861+75.4% | $104,607+7.1% | $79,858+40.2% |
| Participation rate | 92.0% | 64.9%+27.1pp | 74.1%+17.9pp | 69.6%+22.4pp |
| Annual return | 10.92% | 21.30%-10.4pp | 340.46%-329.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,102 | $1,588-30.6% | $2,681-58.9% | $2,471-55.4% |
| Participant deferral / active EE | $4,443 | $2,693+65.0% | $3,740+18.8% | $3,740+18.8% |
| Admin fee / account holder | $17,564 | $4,185+319.7% | $6,473+171.3% | $5,306+231.0% |