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 | $101,007 | $127,065-20.5% | $113,168-10.7% | $142,382-29.1% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 14.30% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,672 | $3,442-22.4% | $2,975-10.2% | $4,299-37.8% |
| Participant deferral / active EE | $6,273 | $5,716+9.7% | $5,107+22.8% | $6,507-3.6% |
| Admin fee / account holder | $7,276 | $15,736-53.8% | $12,068-39.7% | $12,624-42.4% |