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 | $101,587 | $81,460+24.7% | $103,333-1.7% | $80,856+25.6% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 11.89% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,315 | $3,105+6.8% | $3,868-14.3% | $2,755+20.3% |
| Participant deferral / active EE | $1,884 | $3,869-51.3% | $5,057-62.8% | $4,296-56.2% |
| Admin fee / account holder | $13,710 | $6,566+108.8% | $8,355+64.1% | $6,918+98.2% |