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 | $111,527 | $109,881+1.5% | $150,045-25.7% | $84,808+31.5% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 15.67% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,576 | $3,561+0.4% | $4,693-23.8% | $2,631+35.9% |
| Participant deferral / active EE | $8,168 | $6,636+23.1% | $7,997+2.1% | $4,212+93.9% |
| Admin fee / account holder | $2,183 | $8,568-74.5% | $13,435-83.7% | $7,344-70.3% |