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 | $103,889 | $95,803+8.4% | $113,168-8.2% | $84,808+22.5% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 16.59% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,821 | $2,360+19.5% | $2,975-5.2% | $2,631+7.2% |
| Participant deferral / active EE | $6,133 | $4,242+44.6% | $5,107+20.1% | $4,212+45.6% |
| Admin fee / account holder | $758 | $8,989-91.6% | $12,068-93.7% | $7,344-89.7% |