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 | $97,418 | $57,065+70.7% | $75,670+28.7% | $70,131+38.9% |
| Participation rate | 95.1% | 68.1%+27.0pp | 72.3%+22.8pp | 69.5%+25.6pp |
| Annual return | 16.68% | 23.57%-6.9pp | 27.34%-10.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,195 | $1,817+20.8% | $2,352-6.7% | $2,342-6.3% |
| Participant deferral / active EE | $3,781 | $2,580+46.6% | $3,142+20.3% | $3,332+13.5% |
| Admin fee / account holder | $2,559 | $3,825-33.1% | $5,800-55.9% | $4,645-44.9% |