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 | $100,446 | $81,460+23.3% | $103,333-2.8% | $80,856+24.2% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 21.66% | 25.55%-3.9pp | 24.88%-3.2pp | 35.59%-13.9pp |
| Employer contribution / active EE | $8,663 | $3,105+179.0% | $3,868+124.0% | $2,755+214.5% |
| Participant deferral / active EE | $4,291 | $3,869+10.9% | $5,057-15.1% | $4,296-0.1% |
| Admin fee / account holder | $10,094 | $6,566+53.7% | $8,355+20.8% | $6,918+45.9% |