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 | $99,216 | $109,881-9.7% | $150,045-33.9% | $84,808+17.0% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 20.04% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,446 | $3,561-3.2% | $4,693-26.6% | $2,631+31.0% |
| Participant deferral / active EE | $7,250 | $6,636+9.3% | $7,997-9.3% | $4,212+72.2% |
| Admin fee / account holder | $7,117 | $8,568-16.9% | $13,435-47.0% | $7,344-3.1% |