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 | $102,705 | $72,492+41.7% | $87,100+17.9% | $72,985+40.7% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.2pp | 69.5%+16.6pp |
| Annual return | 23.03% | 24.46%-1.4pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,555 | $1,894+87.7% | $2,521+41.0% | $2,440+45.7% |
| Participant deferral / active EE | $4,955 | $3,270+51.5% | $4,049+22.4% | $3,607+37.3% |
| Admin fee / account holder | $3,219 | $5,055-36.3% | $7,497-57.1% | $5,124-37.2% |