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 | $113,694 | $109,881+3.5% | $150,045-24.2% | $84,808+34.1% |
| Participation rate | 72.1% | 76.1%-4.0pp | 82.3%-10.2pp | 68.3%+3.8pp |
| Annual return | 15.76% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,292 | $3,561-7.6% | $4,693-29.9% | $2,631+25.1% |
| Participant deferral / active EE | $6,866 | $6,636+3.5% | $7,997-14.1% | $4,212+63.0% |
| Admin fee / account holder | $15,034 | $8,568+75.5% | $13,435+11.9% | $7,344+104.7% |