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 | $89,801 | $81,248+10.5% | $155,509-42.3% | $80,856+11.1% |
| Participation rate | 72.3% | 66.2%+6.1pp | 78.2%-5.9pp | 67.6%+4.7pp |
| Annual return | 14.65% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,567 | $3,100-49.5% | $4,672-66.5% | $2,755-43.1% |
| Participant deferral / active EE | $6,012 | $3,452+74.2% | $5,626+6.9% | $4,296+40.0% |
| Admin fee / account holder | $1,434 | $7,997-82.1% | $15,912-91.0% | $6,918-79.3% |