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 | $101,553 | $64,480+57.5% | $81,382+24.8% | $80,856+25.6% |
| Participation rate | 70.3% | 63.9%+6.4pp | 69.5%+0.8pp | 67.6%+2.6pp |
| Annual return | 11.17% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,882 | $1,978-4.9% | $2,463-23.6% | $2,755-31.7% |
| Participant deferral / active EE | $4,853 | $3,094+56.9% | $3,883+25.0% | $4,296+13.0% |
| Admin fee / account holder | $810 | $5,671-85.7% | $5,768-86.0% | $6,918-88.3% |