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 | $100,019 | $93,571+6.9% | $135,903-26.4% | $75,163+33.1% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 24.15% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $2,859 | $3,537-19.2% | $4,856-41.1% | $2,670+7.1% |
| Participant deferral / active EE | $8,982 | $6,404+40.3% | $7,758+15.8% | $4,125+117.7% |
| Admin fee / account holder | $6,023 | $6,975-13.6% | $10,762-44.0% | $5,651+6.6% |