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 | $109,309 | $86,929+25.7% | $102,423+6.7% | $80,856+35.2% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.5pp |
| Annual return | 18.97% | 18.88%+0.1pp | 29.32%-10.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,873 | $2,369+21.3% | $3,023-5.0% | $2,755+4.3% |
| Participant deferral / active EE | $5,271 | $4,118+28.0% | $5,053+4.3% | $4,296+22.7% |
| Admin fee / account holder | $4,789 | $8,049-40.5% | $9,451-49.3% | $6,918-30.8% |