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 | $94,444 | $60,022+57.3% | $88,946+6.2% | $84,808+11.4% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 15.52% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,665 | $1,703+291.4% | $2,555+160.9% | $2,631+153.3% |
| Participant deferral / active EE | $3,373 | $3,114+8.3% | $4,581-26.4% | $4,212-19.9% |
| Admin fee / account holder | $4,957 | $4,811+3.0% | $8,261-40.0% | $7,344-32.5% |