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 | $140,638 | $116,875+20.3% | $354,050-60.3% | $116,875+20.3% |
| Participation rate | 95.7% | 74.5%+21.1pp | 80.0%+15.7pp | 74.5%+21.1pp |
| Annual return | 13.01% | 16.29%-3.3pp | -17.20%+30.2pp | 16.29%-3.3pp |
| Employer contribution / active EE | $3,645 | $3,288+10.9% | $3,792-3.9% | $3,288+10.9% |
| Participant deferral / active EE | $7,216 | $3,885+85.7% | $4,870+48.2% | $3,885+85.7% |
| Admin fee / account holder | $30,549 | $12,263+149.1% | $12,771+139.2% | $12,263+149.1% |