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 | $101,864 | $88,370+15.3% | $112,977-9.8% | $79,858+27.6% |
| Participation rate | 82.4% | 76.8%+5.6pp | 82.6%-0.2pp | 69.6%+12.7pp |
| Annual return | 24.23% | 23.16%+1.1pp | 24.24%0pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,191 | $3,398-65.0% | $4,255-72.0% | $2,471-51.8% |
| Participant deferral / active EE | $2,244 | $4,536-50.5% | $5,836-61.5% | $3,740-40.0% |
| Admin fee / account holder | $3,770 | $5,750-34.4% | $6,294-40.1% | $5,306-29.0% |