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 | $100,687 | $163,101-38.3% | $136,749-26.4% | $142,382-29.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 27.50% | 27.54%0pp | 24.33%+3.2pp | 217.08%-189.6pp |
| Employer contribution / active EE | $3,259 | $4,117-20.8% | $3,400-4.1% | $4,299-24.2% |
| Participant deferral / active EE | $8,745 | $5,585+56.6% | $4,692+86.4% | $6,507+34.4% |
| Admin fee / account holder | $28,298 | $14,318+97.6% | $11,386+148.5% | $12,624+124.2% |