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 | $113,411 | $58,851+92.7% | $115,157-1.5% | $72,985+55.4% |
| Participation rate | 85.2% | 65.5%+19.6pp | 75.9%+9.3pp | 69.5%+15.7pp |
| Annual return | 22.35% | 23.16%-0.8pp | 35.60%-13.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,678 | $1,798+104.5% | $3,179+15.7% | $2,440+50.7% |
| Participant deferral / active EE | $6,367 | $2,643+141.0% | $4,168+52.8% | $3,607+76.5% |
| Admin fee / account holder | $2,943 | $6,370-53.8% | $7,088-58.5% | $5,124-42.6% |