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 | $103,956 | $86,929+19.6% | $102,423+1.5% | $80,856+28.6% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 17.42% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,864 | $2,369+20.9% | $3,023-5.3% | $2,755+3.9% |
| Participant deferral / active EE | $8,158 | $4,118+98.1% | $5,053+61.5% | $4,296+89.9% |
| Admin fee / account holder | $3,930 | $8,049-51.2% | $9,451-58.4% | $6,918-43.2% |