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 | $113,902 | $95,803+18.9% | $113,168+0.6% | $84,808+34.3% |
| Participation rate | 98.6% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.3pp |
| Annual return | 13.13% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,897 | $2,360+22.7% | $2,975-2.6% | $2,631+10.1% |
| Participant deferral / active EE | $5,266 | $4,242+24.1% | $5,107+3.1% | $4,212+25.0% |
| Admin fee / account holder | $6,970 | $8,989-22.5% | $12,068-42.2% | $7,344-5.1% |