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 3-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 | $126,532 | $95,803+32.1% | $113,168+11.8% | $84,808+49.2% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 20.95% | 25.00%-4.1pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,340 | $2,360-0.8% | $2,975-21.3% | $2,631-11.1% |
| Participant deferral / active EE | $5,642 | $4,242+33.0% | $5,107+10.5% | $4,212+34.0% |
| Admin fee / account holder | $1,696 | $8,989-81.1% | $12,068-85.9% | $7,344-76.9% |