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 | $122,212 | $93,170+31.2% | $100,534+21.6% | $84,808+44.1% |
| Participation rate | 88.2% | 75.8%+12.4pp | 80.6%+7.6pp | 68.3%+19.9pp |
| Annual return | 14.90% | 47.13%-32.2pp | 32.66%-17.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,526 | $3,985-36.6% | $4,346-41.9% | $2,631-4.0% |
| Participant deferral / active EE | $3,635 | $5,699-36.2% | $6,144-40.8% | $4,212-13.7% |
| Admin fee / account holder | $6,473 | $7,382-12.3% | $7,654-15.4% | $7,344-11.9% |