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 | $107,615 | $81,460+32.1% | $103,333+4.1% | $80,856+33.1% |
| Participation rate | 95.1% | 66.8%+28.3pp | 74.5%+20.6pp | 67.6%+27.5pp |
| Annual return | 12.61% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,535 | $3,105-18.4% | $3,868-34.5% | $2,755-8.0% |
| Participant deferral / active EE | $6,191 | $3,869+60.0% | $5,057+22.4% | $4,296+44.1% |
| Admin fee / account holder | $6,867 | $6,566+4.6% | $8,355-17.8% | $6,918-0.7% |