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 | $99,597 | $68,719+44.9% | $91,541+8.8% | $84,808+17.4% |
| Participation rate | 73.5% | 64.5%+9.0pp | 69.8%+3.8pp | 68.3%+5.2pp |
| Annual return | 20.02% | 19.12%+0.9pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,644 | $1,920-14.4% | $2,505-34.4% | $2,631-37.5% |
| Participant deferral / active EE | $2,543 | $3,136-18.9% | $4,008-36.6% | $4,212-39.6% |
| Admin fee / account holder | $7,859 | $5,786+35.8% | $6,956+13.0% | $7,344+7.0% |