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 | $103,507 | $80,717+28.2% | $154,803-33.1% | $84,808+22.0% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 18.73% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,150 | $2,761-58.3% | $4,305-73.3% | $2,631-56.3% |
| Participant deferral / active EE | $5,881 | $3,303+78.1% | $5,540+6.2% | $4,212+39.7% |
| Admin fee / account holder | $9,647 | $6,746+43.0% | $14,329-32.7% | $7,344+31.4% |