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 | $123,269 | $86,929+41.8% | $102,423+20.4% | $80,856+52.5% |
| Participation rate | 96.3% | 72.4%+24.0pp | 76.5%+19.9pp | 67.6%+28.7pp |
| Annual return | 20.87% | 18.88%+2.0pp | 29.32%-8.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,909 | $2,369-19.4% | $3,023-36.9% | $2,755-30.7% |
| Participant deferral / active EE | $9,250 | $4,118+124.6% | $5,053+83.1% | $4,296+115.3% |
| Admin fee / account holder | $15,360 | $8,049+90.8% | $9,451+62.5% | $6,918+122.0% |