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 | $129,987 | $101,724+27.8% | $164,813-21.1% | $80,856+60.8% |
| Participation rate | 82.7% | 71.8%+10.9pp | 78.6%+4.1pp | 67.6%+15.1pp |
| Annual return | 26.25% | 16.72%+9.5pp | 69.93%-43.7pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,699 | $2,953-8.6% | $4,341-37.8% | $2,755-2.0% |
| Participant deferral / active EE | $4,374 | $4,477-2.3% | $6,031-27.5% | $4,296+1.8% |
| Admin fee / account holder | $11,448 | $8,227+39.1% | $12,690-9.8% | $6,918+65.5% |