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 | $82,118 | $72,492+13.3% | $87,100-5.7% | $72,985+12.5% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 23.46% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,003 | $1,894-47.0% | $2,521-60.2% | $2,440-58.9% |
| Participant deferral / active EE | $3,605 | $3,270+10.3% | $4,049-11.0% | $3,607-0.1% |
| Admin fee / account holder | $5,888 | $5,055+16.5% | $7,497-21.5% | $5,124+14.9% |