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 | $111,898 | $86,929+28.7% | $102,423+9.3% | $80,856+38.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.65% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,374 | $2,369+42.4% | $3,023+11.6% | $2,755+22.5% |
| Participant deferral / active EE | $4,577 | $4,118+11.1% | $5,053-9.4% | $4,296+6.6% |
| Admin fee / account holder | $6,128 | $8,049-23.9% | $9,451-35.2% | $6,918-11.4% |