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 | $118,007 | $86,929+35.8% | $102,423+15.2% | $80,856+45.9% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 17.87% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,634 | $2,369+53.4% | $3,023+20.2% | $2,755+31.9% |
| Participant deferral / active EE | $4,916 | $4,118+19.4% | $5,053-2.7% | $4,296+14.4% |
| Admin fee / account holder | $4,792 | $8,049-40.5% | $9,451-49.3% | $6,918-30.7% |