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 | $112,962 | $131,893-14.4% | $303,047-62.7% | $116,875-3.3% |
| Participation rate | 85.5% | 79.5%+6.0pp | 87.1%-1.6pp | 74.5%+10.9pp |
| Annual return | 17.06% | 15.41%+1.7pp | 2.47%+14.6pp | 16.29%+0.8pp |
| Employer contribution / active EE | $3,403 | $3,467-1.8% | $7,418-54.1% | $3,288+3.5% |
| Participant deferral / active EE | $8,762 | $4,183+109.5% | $5,070+72.8% | $3,885+125.5% |
| Admin fee / account holder | $13,294 | $14,721-9.7% | $39,333-66.2% | $12,263+8.4% |