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 | $107,322 | $81,460+31.7% | $103,333+3.9% | $80,856+32.7% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 12.52% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,833 | $3,105+23.4% | $3,868-0.9% | $2,755+39.1% |
| Participant deferral / active EE | $7,454 | $3,869+92.7% | $5,057+47.4% | $4,296+73.5% |
| Admin fee / account holder | $28,253 | $6,566+330.3% | $8,355+238.2% | $6,918+308.4% |