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 | $109,364 | $76,367+43.2% | $93,606+16.8% | $72,985+49.8% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.5%+16.7pp |
| Annual return | 23.64% | 25.82%-2.2pp | 32.76%-9.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,670 | $2,275-26.6% | $2,718-38.5% | $2,440-31.5% |
| Participant deferral / active EE | $2,960 | $3,538-16.3% | $4,069-27.2% | $3,607-17.9% |
| Admin fee / account holder | $9,315 | $6,838+36.2% | $7,888+18.1% | $5,124+81.8% |