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 | $99,647 | $64,348+54.9% | $90,160+10.5% | $70,131+42.1% |
| Participation rate | 83.0% | 70.4%+12.5pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 15.70% | 28.13%-12.4pp | 34.88%-19.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,638 | $2,046-19.9% | $3,318-50.6% | $2,342-30.1% |
| Participant deferral / active EE | $3,524 | $4,389-19.7% | $5,288-33.4% | $3,332+5.8% |
| Admin fee / account holder | $5,232 | $3,944+32.7% | $5,943-12.0% | $4,645+12.6% |