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 | $108,323 | $64,480+68.0% | $81,382+33.1% | $80,856+34.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.17% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,571 | $1,978+80.5% | $2,463+45.0% | $2,755+29.6% |
| Participant deferral / active EE | $3,673 | $3,094+18.7% | $3,883-5.4% | $4,296-14.5% |
| Admin fee / account holder | $2,972 | $5,671-47.6% | $5,768-48.5% | $6,918-57.0% |