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 | $101,770 | $109,413-7.0% | $156,263-34.9% | $84,808+20.0% |
| Participation rate | 98.1% | 72.7%+25.5pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 13.19% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,045 | $2,907-29.7% | $4,333-52.8% | $2,631-22.3% |
| Participant deferral / active EE | $7,221 | $4,590+57.3% | $6,158+17.3% | $4,212+71.5% |
| Admin fee / account holder | $1,753 | $9,357-81.3% | $14,255-87.7% | $7,344-76.1% |