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 | $111,487 | $80,717+38.1% | $154,803-28.0% | $84,808+31.5% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 18.49% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,595 | $2,761+30.2% | $4,305-16.5% | $2,631+36.6% |
| Participant deferral / active EE | $7,893 | $3,303+139.0% | $5,540+42.5% | $4,212+87.4% |
| Admin fee / account holder | $3,518 | $6,746-47.9% | $14,329-75.4% | $7,344-52.1% |