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 | $117,445 | $80,673+45.6% | $101,326+15.9% | $84,808+38.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 81.5%+6.0pp | 68.3%+19.2pp |
| Annual return | 18.82% | 38.95%-20.1pp | 36.82%-18.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,013 | $2,698+11.7% | $3,665-17.8% | $2,631+14.5% |
| Participant deferral / active EE | $6,798 | $6,840-0.6% | $7,994-15.0% | $4,212+61.4% |
| Admin fee / account holder | $1,149 | $12,784-91.0% | $11,185-89.7% | $7,344-84.4% |