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 | $105,087 | $95,803+9.7% | $113,168-7.1% | $84,808+23.9% |
| Participation rate | 75.5% | 72.9%+2.6pp | 76.6%-1.1pp | 68.3%+7.2pp |
| Annual return | 17.34% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,222 | $2,360+78.9% | $2,975+41.9% | $2,631+60.5% |
| Participant deferral / active EE | $9,312 | $4,242+119.5% | $5,107+82.3% | $4,212+121.1% |
| Admin fee / account holder | $5,151 | $8,989-42.7% | $12,068-57.3% | $7,344-29.9% |