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 | $81,985 | $78,422+4.5% | $95,952-14.6% | $79,858+2.7% |
| Participation rate | 95.3% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.7pp |
| Annual return | 14.93% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,354 | $1,945-30.4% | $2,541-46.7% | $2,471-45.2% |
| Participant deferral / active EE | $4,754 | $3,440+38.2% | $4,167+14.1% | $3,740+27.1% |
| Admin fee / account holder | $5,044 | $5,622-10.3% | $6,795-25.8% | $5,306-5.0% |