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 | $114,752 | $80,968+41.7% | $96,544+18.9% | $75,163+52.7% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 22.27% | 27.06%-4.8pp | 25.84%-3.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,160 | $2,282+38.5% | $2,965+6.6% | $2,670+18.3% |
| Participant deferral / active EE | $7,558 | $3,928+92.4% | $4,851+55.8% | $4,125+83.2% |
| Admin fee / account holder | $3,412 | $6,724-49.3% | $8,252-58.7% | $5,651-39.6% |