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 | $112,684 | $100,326+12.3% | $180,183-37.5% | $84,808+32.9% |
| Participation rate | 97.9% | 71.0%+26.9pp | 77.4%+20.4pp | 68.3%+29.6pp |
| Annual return | 15.34% | 17.86%-2.5pp | 27.86%-12.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,780 | $3,269-15.0% | $5,039-44.8% | $2,631+5.7% |
| Participant deferral / active EE | $5,997 | $5,066+18.4% | $6,822-12.1% | $4,212+42.4% |
| Admin fee / account holder | $1,128 | $9,674-88.3% | $19,975-94.4% | $7,344-84.6% |