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 | $104,495 | $81,460+28.3% | $103,333+1.1% | $80,856+29.2% |
| Participation rate | 89.3% | 66.8%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 12.41% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,789 | $3,105-10.2% | $3,868-27.9% | $2,755+1.2% |
| Participant deferral / active EE | $6,019 | $3,869+55.6% | $5,057+19.0% | $4,296+40.1% |
| Admin fee / account holder | $10,114 | $6,566+54.0% | $8,355+21.1% | $6,918+46.2% |