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 | $107,566 | $73,933+45.5% | $96,683+11.3% | $75,163+43.1% |
| Participation rate | 95.6% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 18.69% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $5,799 | $2,928+98.1% | $3,737+55.2% | $2,670+117.2% |
| Participant deferral / active EE | $4,604 | $3,659+25.8% | $4,878-5.6% | $4,125+11.6% |
| Admin fee / account holder | $678 | $5,216-87.0% | $6,730-89.9% | $5,651-88.0% |