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 | $113,913 | $100,326+13.5% | $180,183-36.8% | $84,808+34.3% |
| Participation rate | 86.2% | 71.0%+15.2pp | 77.4%+8.8pp | 68.3%+17.9pp |
| Annual return | 18.39% | 17.86%+0.5pp | 27.86%-9.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,027 | $3,269-7.4% | $5,039-39.9% | $2,631+15.1% |
| Participant deferral / active EE | $6,036 | $5,066+19.1% | $6,822-11.5% | $4,212+43.3% |
| Admin fee / account holder | $2,905 | $9,674-70.0% | $19,975-85.5% | $7,344-60.4% |