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 | $89,441 | $81,248+10.1% | $155,509-42.5% | $80,856+10.6% |
| Participation rate | 71.8% | 66.2%+5.6pp | 78.2%-6.4pp | 67.6%+4.2pp |
| Annual return | 21.39% | 33.31%-11.9pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,461 | $3,100-52.9% | $4,672-68.7% | $2,755-47.0% |
| Participant deferral / active EE | $4,785 | $3,452+38.6% | $5,626-14.9% | $4,296+11.4% |
| Admin fee / account holder | $1,473 | $7,997-81.6% | $15,912-90.7% | $6,918-78.7% |