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 | $83,106 | $72,492+14.6% | $87,100-4.6% | $72,985+13.9% |
| Participation rate | 97.1% | 72.8%+24.2pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 24.71% | 24.46%+0.3pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $4,270 | $1,894+125.5% | $2,521+69.4% | $2,440+75.0% |
| Participant deferral / active EE | $9,879 | $3,270+202.1% | $4,049+144.0% | $3,607+173.8% |
| Admin fee / account holder | $412 | $5,055-91.8% | $7,497-94.5% | $5,124-92.0% |