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 | $104,981 | $60,022+74.9% | $88,946+18.0% | $84,808+23.8% |
| Participation rate | 87.8% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.5pp |
| Annual return | 15.72% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,345 | $1,703+37.7% | $2,555-8.2% | $2,631-10.9% |
| Participant deferral / active EE | $5,828 | $3,114+87.2% | $4,581+27.2% | $4,212+38.4% |
| Admin fee / account holder | $2,992 | $4,811-37.8% | $8,261-63.8% | $7,344-59.3% |