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 | $91,386 | $54,541+67.6% | $78,778+16.0% | $70,131+30.3% |
| Participation rate | 92.0% | 60.8%+31.2pp | 69.2%+22.8pp | 69.5%+22.5pp |
| Annual return | 14.88% | 21.07%-6.2pp | 35.62%-20.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,285 | $1,089+18.1% | $1,986-35.3% | $2,342-45.1% |
| Participant deferral / active EE | $4,600 | $2,210+108.1% | $2,958+55.5% | $3,332+38.1% |
| Admin fee / account holder | $3,182 | $3,709-14.2% | $5,134-38.0% | $4,645-31.5% |