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 | $77,679 | $76,367+1.7% | $93,606-17.0% | $72,985+6.4% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 21.28% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,593 | $2,275-30.0% | $2,718-41.4% | $2,440-34.7% |
| Participant deferral / active EE | $3,833 | $3,538+8.3% | $4,069-5.8% | $3,607+6.3% |
| Admin fee / account holder | $1,380 | $6,838-79.8% | $7,888-82.5% | $5,124-73.1% |