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 | $108,615 | $86,929+24.9% | $102,423+6.0% | $80,856+34.3% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 13.95% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,969 | $2,369+25.3% | $3,023-1.8% | $2,755+7.8% |
| Participant deferral / active EE | $5,634 | $4,118+36.8% | $5,053+11.5% | $4,296+31.2% |
| Admin fee / account holder | $6,324 | $8,049-21.4% | $9,451-33.1% | $6,918-8.6% |