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 | $87,805 | $76,552+14.7% | $123,892-29.1% | $62,891+39.6% |
| Participation rate | 79.4% | 73.0%+6.4pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,639 | $2,883-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $3,563 | $4,840-26.4% | $5,984-40.5% | $3,203+11.2% |
| Admin fee / account holder | $2,535 | $4,826-47.5% | $8,357-69.7% | $4,296-41.0% |