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 | $108,640 | $81,460+33.4% | $103,333+5.1% | $80,856+34.4% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.6%+18.5pp |
| Annual return | 10.67% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,564 | $3,105-17.4% | $3,868-33.7% | $2,755-6.9% |
| Participant deferral / active EE | $4,907 | $3,869+26.8% | $5,057-3.0% | $4,296+14.2% |
| Admin fee / account holder | $4,786 | $6,566-27.1% | $8,355-42.7% | $6,918-30.8% |