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 | $98,120 | $80,968+21.2% | $96,544+1.6% | $75,163+30.5% |
| Participation rate | 80.2% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.0pp |
| Annual return | 18.17% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,132 | $2,282+37.2% | $2,965+5.6% | $2,670+17.3% |
| Participant deferral / active EE | $7,728 | $3,928+96.7% | $4,851+59.3% | $4,125+87.3% |
| Admin fee / account holder | $2,176 | $6,724-67.6% | $8,252-73.6% | $5,651-61.5% |