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 | $106,040 | $92,985+14.0% | $153,485-30.9% | $80,856+31.1% |
| Participation rate | 81.6% | 69.0%+12.6pp | 77.1%+4.5pp | 67.6%+13.9pp |
| Annual return | 12.56% | 19.95%-7.4pp | 15.65%-3.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,202 | $3,507-8.7% | $5,039-36.5% | $2,755+16.2% |
| Participant deferral / active EE | $2,949 | $5,178-43.1% | $6,757-56.4% | $4,296-31.4% |
| Admin fee / account holder | $10,206 | $8,880+14.9% | $12,724-19.8% | $6,918+47.5% |