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 | $110,309 | $148,978-26.0% | $200,582-45.0% | $84,808+30.1% |
| Participation rate | 90.3% | 84.2%+6.1pp | 86.9%+3.4pp | 68.3%+22.0pp |
| Annual return | 17.20% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,893 | $4,815-60.7% | $6,419-70.5% | $2,631-28.1% |
| Participant deferral / active EE | $6,242 | $7,142-12.6% | $9,331-33.1% | $4,212+48.2% |
| Admin fee / account holder | $3,108 | $13,977-77.8% | $16,305-80.9% | $7,344-57.7% |