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 | $116,434 | $68,719+69.4% | $91,541+27.2% | $84,808+37.3% |
| Participation rate | 75.6% | 64.5%+11.0pp | 69.8%+5.8pp | 68.3%+7.2pp |
| Annual return | 15.38% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,625 | $1,920+36.7% | $2,505+4.8% | $2,631-0.2% |
| Participant deferral / active EE | $4,409 | $3,136+40.6% | $4,008+10.0% | $4,212+4.7% |
| Admin fee / account holder | $3,220 | $5,786-44.4% | $6,956-53.7% | $7,344-56.2% |