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 | $117,704 | $81,460+44.5% | $103,333+13.9% | $80,856+45.6% |
| Participation rate | 75.5% | 66.8%+8.7pp | 74.5%+1.0pp | 67.6%+7.9pp |
| Annual return | 19.67% | 25.55%-5.9pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,775 | $3,105-10.6% | $3,868-28.3% | $2,755+0.7% |
| Participant deferral / active EE | $4,848 | $3,869+25.3% | $5,057-4.1% | $4,296+12.8% |
| Admin fee / account holder | $4,790 | $6,566-27.1% | $8,355-42.7% | $6,918-30.8% |