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 | $107,911 | $95,803+12.6% | $113,168-4.6% | $84,808+27.2% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 18.97% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,064 | $2,360+72.2% | $2,975+36.6% | $2,631+54.5% |
| Participant deferral / active EE | $4,867 | $4,242+14.7% | $5,107-4.7% | $4,212+15.6% |
| Admin fee / account holder | $3,866 | $8,989-57.0% | $12,068-68.0% | $7,344-47.4% |