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 | $82,955 | $109,881-24.5% | $150,045-44.7% | $84,808-2.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.59% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $889 | $3,561-75.0% | $4,693-81.1% | $2,631-66.2% |
| Participant deferral / active EE | $6,776 | $6,636+2.1% | $7,997-15.3% | $4,212+60.9% |
| Admin fee / account holder | $1,639 | $8,568-80.9% | $13,435-87.8% | $7,344-77.7% |