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 | $117,742 | $94,625+24.4% | $116,228+1.3% | $84,808+38.8% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.6%+2.6pp | 68.3%+8.8pp |
| Annual return | 19.37% | 20.40%-1.0pp | 90.06%-70.7pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,005 | $2,347+28.0% | $2,994+0.3% | $2,631+14.2% |
| Participant deferral / active EE | $7,047 | $3,972+77.4% | $4,953+42.3% | $4,212+67.3% |
| Admin fee / account holder | $3,705 | $10,091-63.3% | $11,989-69.1% | $7,344-49.5% |