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 | $138,964 | $109,413+27.0% | $156,263-11.1% | $84,808+63.9% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 13.79% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,652 | $2,907+25.6% | $4,333-15.7% | $2,631+38.8% |
| Participant deferral / active EE | $10,190 | $4,590+122.0% | $6,158+65.5% | $4,212+141.9% |
| Admin fee / account holder | $6,742 | $9,357-27.9% | $14,255-52.7% | $7,344-8.2% |