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 | $103,192 | $86,929+18.7% | $102,423+0.8% | $80,856+27.6% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 18.92% | 18.88%0pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,055 | $2,369-13.3% | $3,023-32.0% | $2,755-25.4% |
| Participant deferral / active EE | $4,595 | $4,118+11.6% | $5,053-9.1% | $4,296+7.0% |
| Admin fee / account holder | $5,476 | $8,049-32.0% | $9,451-42.1% | $6,918-20.8% |