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 | $111,052 | $74,927+48.2% | $101,794+9.1% | $84,808+30.9% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.5pp |
| Annual return | 14.77% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,205 | $1,522+44.9% | $2,289-3.7% | $2,631-16.2% |
| Participant deferral / active EE | $7,962 | $3,099+156.9% | $4,084+95.0% | $4,212+89.0% |
| Admin fee / account holder | $834 | $6,514-87.2% | $8,777-90.5% | $7,344-88.6% |