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 | $88,034 | $54,762+60.8% | $90,281-2.5% | $72,985+20.6% |
| Participation rate | 79.6% | 65.1%+14.4pp | 73.3%+6.3pp | 69.5%+10.1pp |
| Annual return | 17.26% | 30.63%-13.4pp | 78.10%-60.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,296 | $2,092-38.0% | $2,854-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $4,099 | $2,887+42.0% | $3,885+5.5% | $3,607+13.6% |
| Admin fee / account holder | $877 | $3,972-77.9% | $5,351-83.6% | $5,124-82.9% |