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 | $107,647 | $109,881-2.0% | $150,045-28.3% | $84,808+26.9% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 30.87% | 28.25%+2.6pp | 62.55%-31.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $4,373 | $3,561+22.8% | $4,693-6.8% | $2,631+66.2% |
| Participant deferral / active EE | $10,760 | $6,636+62.1% | $7,997+34.5% | $4,212+155.5% |
| Admin fee / account holder | $1,632 | $8,568-81.0% | $13,435-87.9% | $7,344-77.8% |