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 | $100,051 | $74,927+33.5% | $101,794-1.7% | $84,808+18.0% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 18.89% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,741 | $1,522+145.8% | $2,289+63.5% | $2,631+42.2% |
| Participant deferral / active EE | $9,843 | $3,099+217.6% | $4,084+141.0% | $4,212+133.7% |
| Admin fee / account holder | $2,020 | $6,514-69.0% | $8,777-77.0% | $7,344-72.5% |