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 | $116,267 | $89,753+29.5% | $107,525+8.1% | $84,808+37.1% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 15.20% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,523 | $3,113+13.1% | $3,754-6.1% | $2,631+33.9% |
| Participant deferral / active EE | $6,743 | $4,056+66.2% | $5,116+31.8% | $4,212+60.1% |
| Admin fee / account holder | $14,790 | $7,222+104.8% | $8,919+65.8% | $7,344+101.4% |