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 | $77,714 | $49,227+57.9% | $70,449+10.3% | $79,858-2.7% |
| Participation rate | 93.5% | 69.2%+24.4pp | 75.1%+18.5pp | 69.6%+23.9pp |
| Annual return | 19.14% | 30.06%-10.9pp | 109.03%-89.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,753 | $2,099+31.2% | $2,737+0.6% | $2,471+11.4% |
| Participant deferral / active EE | $5,157 | $2,768+86.3% | $3,709+39.1% | $3,740+37.9% |
| Admin fee / account holder | $551 | $2,878-80.9% | $3,845-85.7% | $5,306-89.6% |