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 | $80,418 | $74,927+7.3% | $101,794-21.0% | $84,808-5.2% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.2%+18.3pp | 68.3%+19.2pp |
| Annual return | 16.77% | 18.70%-1.9pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,467 | $1,522+62.1% | $2,289+7.8% | $2,631-6.2% |
| Participant deferral / active EE | $5,182 | $3,099+67.2% | $4,084+26.9% | $4,212+23.0% |
| Admin fee / account holder | $6,299 | $6,514-3.3% | $8,777-28.2% | $7,344-14.2% |