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 | $125,033 | $109,413+14.3% | $156,263-20.0% | $84,808+47.4% |
| Participation rate | 81.1% | 72.7%+8.4pp | 78.9%+2.2pp | 68.3%+12.8pp |
| Annual return | 13.25% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,219 | $2,907+10.7% | $4,333-25.7% | $2,631+22.4% |
| Participant deferral / active EE | $4,263 | $4,590-7.1% | $6,158-30.8% | $4,212+1.2% |
| Admin fee / account holder | $7,052 | $9,357-24.6% | $14,255-50.5% | $7,344-4.0% |