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 | $81,635 | $49,227+65.8% | $70,449+15.9% | $79,858+2.2% |
| Participation rate | 92.4% | 69.2%+23.2pp | 75.1%+17.4pp | 69.6%+22.8pp |
| Annual return | 12.26% | 30.06%-17.8pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,820 | $2,099-13.3% | $2,737-33.5% | $2,471-26.4% |
| Participant deferral / active EE | $2,445 | $2,768-11.6% | $3,709-34.1% | $3,740-34.6% |
| Admin fee / account holder | $2,480 | $2,878-13.8% | $3,845-35.5% | $5,306-53.3% |