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 | $107,389 | $68,719+56.3% | $91,541+17.3% | $84,808+26.6% |
| Participation rate | 96.5% | 64.5%+32.0pp | 69.8%+26.7pp | 68.3%+28.2pp |
| Annual return | 16.66% | 19.12%-2.5pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,458 | $1,920+80.1% | $2,505+38.1% | $2,631+31.4% |
| Participant deferral / active EE | $6,961 | $3,136+122.0% | $4,008+73.7% | $4,212+65.3% |
| Admin fee / account holder | $3,173 | $5,786-45.2% | $6,956-54.4% | $7,344-56.8% |