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 | $120,592 | $95,803+25.9% | $113,168+6.6% | $84,808+42.2% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 14.01% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,643 | $2,360+12.0% | $2,975-11.2% | $2,631+0.5% |
| Participant deferral / active EE | $4,698 | $4,242+10.8% | $5,107-8.0% | $4,212+11.6% |
| Admin fee / account holder | $15,204 | $8,989+69.1% | $12,068+26.0% | $7,344+107.0% |