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 | $118,412 | $86,929+36.2% | $102,423+15.6% | $80,856+46.4% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.7pp |
| Annual return | 15.62% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,043 | $2,369+28.4% | $3,023+0.7% | $2,755+10.5% |
| Participant deferral / active EE | $5,593 | $4,118+35.8% | $5,053+10.7% | $4,296+30.2% |
| Admin fee / account holder | $11,833 | $8,049+47.0% | $9,451+25.2% | $6,918+71.0% |