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 9-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 | $118,616 | $78,926+50.3% | $136,749-13.3% | $84,808+39.9% |
| Participation rate | 85.4% | 62.2%+23.2pp | 72.1%+13.3pp | 68.3%+17.1pp |
| Annual return | 17.21% | 18.17%-1.0pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,597 | $2,134+21.7% | $3,400-23.6% | $2,631-1.3% |
| Participant deferral / active EE | $5,826 | $3,168+83.9% | $4,692+24.2% | $4,212+38.3% |
| Admin fee / account holder | $2,512 | $6,369-60.6% | $11,386-77.9% | $7,344-65.8% |