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 | $103,317 | $163,101-36.7% | $136,749-24.4% | $142,382-27.4% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 17.14% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,501 | $4,117-15.0% | $3,400+3.0% | $4,299-18.6% |
| Participant deferral / active EE | $5,490 | $5,585-1.7% | $4,692+17.0% | $6,507-15.6% |
| Admin fee / account holder | $2,632 | $14,318-81.6% | $11,386-76.9% | $12,624-79.1% |