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 | $98,946 | $81,460+21.5% | $103,333-4.2% | $80,856+22.4% |
| Participation rate | 82.9% | 66.8%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 10.91% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,790 | $3,105-42.3% | $3,868-53.7% | $2,755-35.0% |
| Participant deferral / active EE | $4,134 | $3,869+6.8% | $5,057-18.3% | $4,296-3.8% |
| Admin fee / account holder | $3,370 | $6,566-48.7% | $8,355-59.7% | $6,918-51.3% |