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 | $113,868 | $78,926+44.3% | $136,749-16.7% | $84,808+34.3% |
| Participation rate | 96.3% | 62.2%+34.1pp | 72.1%+24.2pp | 68.3%+28.0pp |
| Annual return | 13.37% | 18.17%-4.8pp | 24.33%-11.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,581 | $2,134+20.9% | $3,400-24.1% | $2,631-1.9% |
| Participant deferral / active EE | $7,167 | $3,168+126.2% | $4,692+52.8% | $4,212+70.2% |
| Admin fee / account holder | $8,116 | $6,369+27.4% | $11,386-28.7% | $7,344+10.5% |