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 | $107,923 | $99,985+7.9% | $146,665-26.4% | $85,850+25.7% |
| Participation rate | 98.7% | 73.1%+25.7pp | 80.1%+18.6pp | 69.3%+29.4pp |
| Annual return | 15.05% | 18.93%-3.9pp | 22.74%-7.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,104 | $2,559+21.3% | $4,136-25.0% | $2,565+21.0% |
| Participant deferral / active EE | $3,089 | $4,006-22.9% | $5,506-43.9% | $3,952-21.8% |
| Admin fee / account holder | $2,570 | $7,702-66.6% | $10,280-75.0% | $6,260-59.0% |