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 | $94,127 | $73,933+27.3% | $96,683-2.6% | $75,163+25.2% |
| Participation rate | 87.7% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.5pp |
| Annual return | 17.88% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $873 | $2,928-70.2% | $3,737-76.6% | $2,670-67.3% |
| Participant deferral / active EE | $5,784 | $3,659+58.1% | $4,878+18.6% | $4,125+40.2% |
| Admin fee / account holder | $6,704 | $5,216+28.5% | $6,730-0.4% | $5,651+18.6% |