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 | $102,583 | $74,927+36.9% | $101,794+0.8% | $84,808+21.0% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.2%+21.0pp | 68.3%+21.9pp |
| Annual return | 13.92% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,412 | $1,522-7.2% | $2,289-38.3% | $2,631-46.3% |
| Participant deferral / active EE | $4,064 | $3,099+31.1% | $4,084-0.5% | $4,212-3.5% |
| Admin fee / account holder | $5,717 | $6,514-12.2% | $8,777-34.9% | $7,344-22.2% |