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 | $114,095 | $99,341+14.9% | $84,750+34.6% | $273,961-58.4% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 6.62% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,232 | $4,214+119.1% | $3,574+158.3% | $4,869+89.6% |
| Participant deferral / active EE | $3,023 | $4,269-29.2% | $3,712-18.5% | $5,287-42.8% |
| Admin fee / account holder | $325 | $6,644-95.1% | $5,332-93.9% | $10,132-96.8% |