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 | $113,786 | $109,881+3.6% | $150,045-24.2% | $84,808+34.2% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 15.72% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,641 | $3,561+2.2% | $4,693-22.4% | $2,631+38.4% |
| Participant deferral / active EE | $8,682 | $6,636+30.8% | $7,997+8.6% | $4,212+106.2% |
| Admin fee / account holder | $8,925 | $8,568+4.2% | $13,435-33.6% | $7,344+21.5% |