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 | $123,064 | $109,881+12.0% | $150,045-18.0% | $84,808+45.1% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 17.46% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,621 | $3,561+1.7% | $4,693-22.8% | $2,631+37.6% |
| Participant deferral / active EE | $6,859 | $6,636+3.4% | $7,997-14.2% | $4,212+62.9% |
| Admin fee / account holder | $3,308 | $8,568-61.4% | $13,435-75.4% | $7,344-55.0% |