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 | $80,520 | $83,477-3.5% | $125,175-35.7% | $72,985+10.3% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.5%+14.3pp |
| Annual return | 26.69% | 25.78%+0.9pp | 43.79%-17.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,993 | $2,345+27.6% | $3,865-22.6% | $2,440+22.7% |
| Participant deferral / active EE | $6,188 | $3,585+72.6% | $4,937+25.4% | $3,607+71.5% |
| Admin fee / account holder | $3,458 | $5,517-37.3% | $9,702-64.4% | $5,124-32.5% |