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 | $108,038 | $90,503+19.4% | $78,689+37.3% | $273,961-60.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 2.94% | 75.60%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,793 | $3,176-12.1% | $2,851-2.0% | $4,869-42.6% |
| Participant deferral / active EE | $4,743 | $3,901+21.6% | $3,517+34.9% | $5,287-10.3% |
| Admin fee / account holder | $6,317 | $5,263+20.0% | $4,510+40.1% | $10,132-37.6% |