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 | $107,433 | $95,803+12.1% | $113,168-5.1% | $84,808+26.7% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 17.67% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,852 | $2,360+20.9% | $2,975-4.1% | $2,631+8.4% |
| Participant deferral / active EE | $4,622 | $4,242+9.0% | $5,107-9.5% | $4,212+9.7% |
| Admin fee / account holder | $3,376 | $8,989-62.4% | $12,068-72.0% | $7,344-54.0% |