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 | $98,009 | $86,929+12.7% | $102,423-4.3% | $80,856+21.2% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 14.21% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,341 | $2,369+41.0% | $3,023+10.5% | $2,755+21.3% |
| Participant deferral / active EE | $6,028 | $4,118+46.4% | $5,053+19.3% | $4,296+40.3% |
| Admin fee / account holder | $2,041 | $8,049-74.6% | $9,451-78.4% | $6,918-70.5% |