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 | $92,281 | $83,477+10.5% | $125,175-26.3% | $72,985+26.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.84% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,362 | $2,345+43.4% | $3,865-13.0% | $2,440+37.8% |
| Participant deferral / active EE | $4,493 | $3,585+25.3% | $4,937-9.0% | $3,607+24.5% |
| Admin fee / account holder | $3,430 | $5,517-37.8% | $9,702-64.6% | $5,124-33.1% |