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 | $122,315 | $109,413+11.8% | $156,263-21.7% | $84,808+44.2% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 19.15% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,857 | $2,907+67.1% | $4,333+12.1% | $2,631+84.6% |
| Participant deferral / active EE | $6,558 | $4,590+42.9% | $6,158+6.5% | $4,212+55.7% |
| Admin fee / account holder | $3,283 | $9,357-64.9% | $14,255-77.0% | $7,344-55.3% |