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 | $122,606 | $95,803+28.0% | $113,168+8.3% | $84,808+44.6% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 15.25% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,446 | $2,360-38.7% | $2,975-51.4% | $2,631-45.0% |
| Participant deferral / active EE | $3,929 | $4,242-7.4% | $5,107-23.1% | $4,212-6.7% |
| Admin fee / account holder | $3,422 | $8,989-61.9% | $12,068-71.6% | $7,344-53.4% |