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 | $87,848 | $80,717+8.8% | $154,803-43.3% | $84,808+3.6% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 17.27% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,346 | $2,761-15.0% | $4,305-45.5% | $2,631-10.8% |
| Participant deferral / active EE | $4,296 | $3,303+30.1% | $5,540-22.5% | $4,212+2.0% |
| Admin fee / account holder | $7,564 | $6,746+12.1% | $14,329-47.2% | $7,344+3.0% |