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 7-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 | $83,767 | $58,512+43.2% | $84,015-0.3% | $72,985+14.8% |
| Participation rate | 74.1% | 61.2%+12.8pp | 69.0%+5.1pp | 69.5%+4.6pp |
| Annual return | 17.15% | 28.93%-11.8pp | 71.31%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,252 | $1,163+93.7% | $1,983+13.6% | $2,440-7.7% |
| Participant deferral / active EE | $3,160 | $2,394+32.0% | $3,239-2.4% | $3,607-12.4% |
| Admin fee / account holder | $1,831 | $4,569-59.9% | $6,101-70.0% | $5,124-64.3% |