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 | $106,540 | $74,927+42.2% | $101,794+4.7% | $84,808+25.6% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.2%+6.7pp | 68.3%+7.6pp |
| Annual return | 14.37% | 18.70%-4.3pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,291 | $1,522-15.2% | $2,289-43.6% | $2,631-50.9% |
| Participant deferral / active EE | $3,818 | $3,099+23.2% | $4,084-6.5% | $4,212-9.3% |
| Admin fee / account holder | $3,859 | $6,514-40.8% | $8,777-56.0% | $7,344-47.4% |