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 | $83,061 | $74,927+10.9% | $101,794-18.4% | $84,808-2.1% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.2%+7.5pp | 68.3%+8.4pp |
| Annual return | 14.86% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,703 | $1,522+11.9% | $2,289-25.6% | $2,631-35.3% |
| Participant deferral / active EE | $4,154 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $3,204 | $6,514-50.8% | $8,777-63.5% | $7,344-56.4% |