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 | $120,341 | $109,413+10.0% | $156,263-23.0% | $84,808+41.9% |
| Participation rate | 80.3% | 72.7%+7.6pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 13.25% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,579 | $2,907+23.1% | $4,333-17.4% | $2,631+36.0% |
| Participant deferral / active EE | $8,128 | $4,590+77.1% | $6,158+32.0% | $4,212+93.0% |
| Admin fee / account holder | $6,579 | $9,357-29.7% | $14,255-53.8% | $7,344-10.4% |