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 | $92,653 | $89,698+3.3% | $103,476-10.5% | $80,856+14.6% |
| Participation rate | 77.4% | 76.0%+1.5pp | 80.5%-3.1pp | 67.6%+9.8pp |
| Annual return | 25.98% | 22.78%+3.2pp | 23.90%+2.1pp | 35.59%-9.6pp |
| Employer contribution / active EE | $1,542 | $4,018-61.6% | $4,672-67.0% | $2,755-44.0% |
| Participant deferral / active EE | $3,969 | $5,456-27.3% | $6,623-40.1% | $4,296-7.6% |
| Admin fee / account holder | $1,083 | $6,768-84.0% | $9,413-88.5% | $6,918-84.3% |