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 | $101,302 | $65,365+55.0% | $92,893+9.1% | $72,985+38.8% |
| Participation rate | 78.2% | 68.3%+9.9pp | 76.0%+2.2pp | 69.5%+8.7pp |
| Annual return | 20.90% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,619 | $2,594+1.0% | $3,653-28.3% | $2,440+7.4% |
| Participant deferral / active EE | $5,463 | $3,128+74.6% | $4,236+29.0% | $3,607+51.5% |
| Admin fee / account holder | $3,724 | $4,251-12.4% | $5,794-35.7% | $5,124-27.3% |