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 | $108,958 | $92,222+18.1% | $76,768+41.9% | $135,375-19.5% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | 11.80% | 5.46%+6.3pp | 2.43%+9.4pp | 519.73%-507.9pp |
| Employer contribution / active EE | $2,275 | $3,216-29.3% | $2,485-8.5% | $4,779-52.4% |
| Participant deferral / active EE | $4,692 | $4,509+4.1% | $3,852+21.8% | $5,609-16.4% |
| Admin fee / account holder | $1,909 | $10,748-82.2% | $6,675-71.4% | $10,827-82.4% |