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 | $114,723 | $95,803+19.7% | $113,168+1.4% | $84,808+35.3% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 13.29% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,872 | $2,360+21.7% | $2,975-3.5% | $2,631+9.2% |
| Participant deferral / active EE | $5,688 | $4,242+34.1% | $5,107+11.4% | $4,212+35.1% |
| Admin fee / account holder | $12,686 | $8,989+41.1% | $12,068+5.1% | $7,344+72.7% |