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 | $106,248 | $80,968+31.2% | $96,544+10.1% | $75,163+41.4% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 17.72% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,704 | $2,282-25.3% | $2,965-42.5% | $2,670-36.2% |
| Participant deferral / active EE | $8,350 | $3,928+112.6% | $4,851+72.1% | $4,125+102.4% |
| Admin fee / account holder | $13,669 | $6,724+103.3% | $8,252+65.6% | $5,651+141.9% |