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 | $81,133 | $81,460-0.4% | $103,333-21.5% | $80,856+0.3% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 10.83% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,670 | $3,105-14.0% | $3,868-31.0% | $2,755-3.1% |
| Participant deferral / active EE | $6,299 | $3,869+62.8% | $5,057+24.6% | $4,296+46.6% |
| Admin fee / account holder | $9,570 | $6,566+45.7% | $8,355+14.5% | $6,918+38.3% |