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 | $84,037 | $83,477+0.7% | $125,175-32.9% | $72,985+15.1% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.8pp | 69.5%+9.5pp |
| Annual return | 20.74% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,505 | $2,345+6.8% | $3,865-35.2% | $2,440+2.7% |
| Participant deferral / active EE | $4,760 | $3,585+32.8% | $4,937-3.6% | $3,607+31.9% |
| Admin fee / account holder | $1,111 | $5,517-79.9% | $9,702-88.5% | $5,124-78.3% |