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 | $100,678 | $83,477+20.6% | $125,175-19.6% | $72,985+37.9% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | 26.21% | 25.78%+0.4pp | 43.79%-17.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,024 | $2,345-13.7% | $3,865-47.6% | $2,440-17.0% |
| Participant deferral / active EE | $5,645 | $3,585+57.4% | $4,937+14.3% | $3,607+56.5% |
| Admin fee / account holder | $2,894 | $5,517-47.5% | $9,702-70.2% | $5,124-43.5% |