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 | $123,957 | $81,248+52.6% | $155,509-20.3% | $80,856+53.3% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 40.69% | 33.31%+7.4pp | 64.67%-24.0pp | 35.59%+5.1pp |
| Employer contribution / active EE | $2,665 | $3,100-14.0% | $4,672-43.0% | $2,755-3.3% |
| Participant deferral / active EE | $4,558 | $3,452+32.1% | $5,626-19.0% | $4,296+6.1% |
| Admin fee / account holder | $13,076 | $7,997+63.5% | $15,912-17.8% | $6,918+89.0% |