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 | $106,024 | $74,927+41.5% | $101,794+4.2% | $84,808+25.0% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 13.58% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,283 | $1,522+50.0% | $2,289-0.3% | $2,631-13.2% |
| Participant deferral / active EE | $7,812 | $3,099+152.1% | $4,084+91.3% | $4,212+85.5% |
| Admin fee / account holder | $8,269 | $6,514+26.9% | $8,777-5.8% | $7,344+12.6% |