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 | $110,293 | $72,492+52.1% | $87,100+26.6% | $72,985+51.1% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 20.79% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,592 | $1,894+195.3% | $2,521+121.8% | $2,440+129.2% |
| Participant deferral / active EE | $14,188 | $3,270+333.9% | $4,049+250.4% | $3,607+293.3% |
| Admin fee / account holder | $10,218 | $5,055+102.1% | $7,497+36.3% | $5,124+99.4% |