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 | $116,352 | $95,803+21.4% | $113,168+2.8% | $84,808+37.2% |
| Participation rate | 84.8% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.5pp |
| Annual return | 15.84% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,163 | $2,360+34.0% | $2,975+6.3% | $2,631+20.2% |
| Participant deferral / active EE | $5,879 | $4,242+38.6% | $5,107+15.1% | $4,212+39.6% |
| Admin fee / account holder | $18,362 | $8,989+104.3% | $12,068+52.2% | $7,344+150.0% |