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 | $87,409 | $87,733-0.4% | $106,548-18.0% | $85,850+1.8% |
| Participation rate | 75.9% | 71.9%+4.0pp | 76.1%-0.2pp | 69.3%+6.6pp |
| Annual return | 14.56% | 21.86%-7.3pp | 26.80%-12.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,870 | $2,073+38.4% | $2,819+1.8% | $2,565+11.9% |
| Participant deferral / active EE | $6,586 | $3,469+89.8% | $4,398+49.8% | $3,952+66.7% |
| Admin fee / account holder | $1,440 | $6,767-78.7% | $7,407-80.6% | $6,260-77.0% |