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 | $102,071 | $81,248+25.6% | $155,509-34.4% | $80,856+26.2% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,023 | $3,100-2.5% | $4,672-35.3% | $2,755+9.7% |
| Participant deferral / active EE | $4,494 | $3,452+30.2% | $5,626-20.1% | $4,296+4.6% |
| Admin fee / account holder | $1,298 | $7,997-83.8% | $15,912-91.8% | $6,918-81.2% |