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 | $101,702 | $83,477+21.8% | $125,175-18.8% | $72,985+39.3% |
| Participation rate | 77.2% | 73.3%+3.9pp | 79.8%-2.6pp | 69.5%+7.7pp |
| Annual return | 21.29% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,630 | $2,345+12.2% | $3,865-32.0% | $2,440+7.8% |
| Participant deferral / active EE | $5,976 | $3,585+66.7% | $4,937+21.1% | $3,607+65.7% |
| Admin fee / account holder | $4,986 | $5,517-9.6% | $9,702-48.6% | $5,124-2.7% |