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 | $120,349 | $95,803+25.6% | $113,168+6.3% | $84,808+41.9% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 18.29% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,194 | $2,360+77.7% | $2,975+41.0% | $2,631+59.4% |
| Participant deferral / active EE | $9,923 | $4,242+133.9% | $5,107+94.3% | $4,212+135.6% |
| Admin fee / account holder | $4,626 | $8,989-48.5% | $12,068-61.7% | $7,344-37.0% |